Sooner or later, every family with a college-bound student asks the same question: how are we going to pay for this? The published price of a four-year degree is usually the first number you see. It’s rarely the one that matters. What matters is how much you’ve saved, how much colleges think you can afford, […]

Investing in AI takes more than chasing headlines. J.P. Morgan's Stephanie Aliaga and JFS CIO Manish Upadhyay on AI, markets, bonds, and diversification.

In this webinar we break down non-qualified retirement plans, including NQDC, SERP, 162 bonus, and split dollar, and how business owners use them to retain key talent.

Certified Divorce Financial Analyst®, Constance Amstutz, CFP®, seeks to help you understand the financial landscape when navigating divorce. Constance is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Divorce Financial Analyst® practitioner. She is a member of the firm’s Business Development and Financial Planning and Wealth Strategies teams. In the midst of adversity and significant life changes, Constance understands the importance of navigating these waters with care and sensitivity while producing invaluable integrated financial planning.

2026 Economic and Market Update

In this webinar, JFS's Chief Investment Officer, Manish Upadhyay, analyses the evolving economic landscape and financial markets over the past year.

College funding has become complex with recent changes to financial aid rules. This webinar outlines critical planning steps you can take to get the most out of college funding for your child or loved one.

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