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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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Small Steps, Big Impact: Financial Resolutions to Boost Your 2025

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January 14, 2025

Many of us establish New Year’s resolutions focused on general health and well-being. That’s great, but this is also a perfect time to incorporate a few financial goals for 2025! After all, financial stress and mental health are closely related.

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JFS Wealth Advisors Recognized as a 2024 Best RIAs to Work For by Financial Planning

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January 9, 2025

JFS Wealth Advisors is thrilled to announce its recognition in the top 20 Best RIAs to Work For by Financial Planning. This ranking reflects the firm’s dedication to cultivating a thriving workplace culture, developing future leaders, and fostering professional and personal growth among team members.

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“But What If…?” Thinking about Risk and the Financial Markets

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January 7, 2025

Uncertainty—and the risk that goes along with it—is impossible to eliminate. In fact, risk is an inseparable element for any investment. We are all familiar with the fundamental truth that in investing, risk and reward are the two sides of the coin involved in any investment decision or outcome.

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Teaching Them to Fish: Getting Your Kids and Grandkids Excited about Investing

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December 10, 2024

The fact is, teaching our children and grandchildren about personal finance is crucial in setting them up for a financially stable future. This includes guiding them on wise spending habits, budgeting, charitable giving, and saving. Investing is also a particularly important aspect of personal finance that we should be passing down to our children.

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Year-End Financial Planning Considerations

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December 6, 2024

As we approach the end of another year, we prepare to celebrate the holidays with our loved ones. Gathering around the table, we share traditions and values with the younger generation in hopes of keeping those traditions alive and well. Worthwhile is the topic of good financial security—making sound decisions for a bright and bountiful future.

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Doing Good and Saving on Taxes: Charitable Tips for Year-End 2024

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December 4, 2024

The end-of-year holidays are rolling around, and things are about to get busy. But there’s still time to have a positive impact on the philanthropic causes you care most about—and get a break on your taxes that could come in handy, next April. Let’s take a look at some actionable charitable gifting ideas for the remaining weeks of 2024.

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