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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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Market Overview – January 2026

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January 13, 2026

Despite political uncertainty, geopolitical events, and shifting monetary policy, global markets finished 2025 on strong footing. This January 2026 market overview examines stock and bond performance, economic trends, inflation, and the risks beneath headline returns. We also explore why diversification, discipline, and long-term planning remain essential as investors enter the new year.

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Recent News: What’s Happening at JFS – Q4 2025

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January 13, 2026

At JFS Wealth Advisors, our people are our greatest asset. We’re proud to recognize recent team promotions, welcome new hires, and celebrate employee anniversaries that reflect the depth, experience, and dedication of our growing team.

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Your Money Mindset for the New Year

Your Money Mindset for the New Year

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January 12, 2026

Henry Ford is often credited with the proverb, “Whether you think you can or think you can’t, you’re right.” But the principle behind the quote—that one’s mindset is perhaps the most important indicator of both success and failure—has been around for centuries. This principle holds true in all important areas of life, and nowhere more […]

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Financial Planning 2025 Best RIAs to Work For

JFS Wealth Advisors Recognized as a 2025 Best RIAs to Work For by Financial Planning

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December 31, 2025

JFS Wealth Advisors proudly announces that Sarah J. Amey, CFP®, CIMA®, CPWA®, Regional Director, Partner, and Wealth Advisor, has been recognized in InvestmentNews’ inaugural $100M Club: Top Female Advisors 2025. Sarah’s leadership, client dedication, and expertise highlight her role as a trailblazer in wealth management.

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Charitable Giving 2025

Why Giving in 2025 Makes Sense

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December 11, 2025

Are you planning to make a difference with your charitable gifts in the coming year? Major changes to federal tax law are on the horizon, and they could significantly impact how—and how much—you can deduct for your generosity. Starting in 2026, new limits on charitable deductions will make it harder to maximize your tax benefits, […]

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Retirement Withdrawal Strategy

From Saving to Spending: Navigating the Shift in Retirement

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December 8, 2025

In today’s digital world, online threats are everywhere. From phishing scams to data breaches, protecting your personal information takes vigilance. By practicing simple habits—like using strong passwords, enabling two-factor authentication, and monitoring accounts—you can significantly reduce your risk. Learn practical cyber-safety tips to keep your data secure.

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