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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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After the Job Change: Questions to Ask about Your New 401(k) Plan

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July 15, 2024

Most of us know that changing jobs means making a few adjustments: a new HR department, a different office culture, different responsibilities, and others. But another important difference is the new employer’s 401(k) plan—or other type of available employer sponsored retirement plan.

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Market Comments – Q2 2024

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July 8, 2024

Financial markets advanced again in the second quarter. Broad US stocks as measured by the Russell 3000 index gained 3.2% and the S&P 500 climbed 3.9%.

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Protecting Your Digital Assets and Devices

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July 1, 2024

Most people think the contents of their computer, cell phone, and other digital devices are not that important, especially after their death. However, that is a potentially dangerous assumption in this day in age. What are some digital assets with value that should be considered?

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JFS Wealth Advisors Named a Finalist in the WealthManagement.com 2024 Industry Awards

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June 27, 2024

JFS Wealth Advisors is thrilled to announce that they are named amongst only seven Finalists in the Individual RIA Client Initiative category in the 2024 WealthManagement.com Industry Award known as the “Wealthies”.

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JFS Wealth Advisors’ Constance Amstutz Named Woman of the Year by Junior Women’s League Club

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June 20, 2024

JFS Wealth Advisors is thrilled to announce that Wealth Advisor Constance C. Amstutz, CFP®, has been recognized as the GFWC Ohio Warren Junior Women’s League Club’s Woman of the Year 2024.

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Learning about Money the Summer Fun Way

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June 16, 2024

It’s important to teach financial concepts and skills to the next generation so they can be prepared as their responsibilities increase. No matter how old your child or grandchild is, whether working a summer gig or not, we’ve come up with a few fun summer activities you can do with them.

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