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Blog - Insights

Whether you’re seeking practical tips for everyday money management or in-depth analyses of planning opportunities & market events, we’re here to help you navigate the complex world of personal finance from building wealth, to strengthening & preserving it, to entering the golden years of retirement.

See our full archive below of articles by our wealth management team and subject-matter experts in investments and markets, family wealth, tax and retirement planning, as well as specialty areas like business exits and company retirement plans.

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Do You Really Need Pet Insurance?

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February 12, 2024

“How much is that doggie in the window,” you ask. Well, part of the answer depends on whether or not the doggie is insured. For more and more Americans, pet insurance is one way to prevent an emergency visit to the vet from chewing an unsightly hole in the household budget.

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Lou Colella and Sean Gibbon interviewed on In the Growth Space podcast

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January 25, 2024

In a recent podcast episode of In The Growth Space, Sean Gibbon and Lou Colella share their thoughts on exit and transition planning alongside David McGlennen.

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Going with the Flow: Cash Flow and Your Small Business

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January 24, 2024

It’s no secret that small or privately-owned businesses are the backbone of the American economy: 43.5% of the US gross national product is generated by small businesses. It’s also no secret that launching and running a successful small business is a tough challenge: nearly half of small businesses fail during their first 5 years of operation, and only 25% make it to 15 years or more.

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Recent News: What’s Happening at JFS – Q4 2023

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January 16, 2024

Team News Our team is undeniably our most invaluable asset. At the heart of our organization, they are the driving force behind our success, and

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Market Comments Q3 2023: A Tale of Two Economies

Market Comments – Q4 2023

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January 12, 2024

Santa Claus came early to financial markets in the fourth quarter of 2023. Following a weak fall and a low point in late October, stocks abruptly rallied on indications from the Federal Reserve that they were at or near the end of the current rate-hiking cycle. For the quarter, the broad U.S. stock market as measured by the Russell 3000 index gained 12.1%, the S&P 500 climbed 11.24%, and small US companies as measured by the Russell 2000 topped the pack with a gain of 13.55%. International developed markets rose 10.51%, and emerging markets climbed 7.86%.

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