• January Market Recap: New Year, New Heights

    Stock markets rang in the new year with optimism, notching new record highs to mark a bull run that started in October 2022. Investors have been anticipating an expansion in corporate profits as the economy stays on solid ground, fueled by expected interest rate cuts in 2024.

  • Tailored advice for life's unique challenges

    We provide holistic financial planning, investment management, and private wealth services for individuals, families, foundations and institutions seeking customized advice and partnership.

  • December Market Recap: Defying Expectations

    Flash back to the start of 2023, and the mood across markets was glum. Analysts, expecting a looming recession, advised a shift away from stocks towards the relative safety of bonds. To the surprise of many, expert consensus predictions ended up being dead wrong.

  • ABOUT JSF

    JSF Financial was founded by Jeff Fishman in 1996 as an independent wealth manager dedicated to helping clients build a stronger financial future. While we’ve grown significantly, our commitment to each client and our reputation for integrity, candor and expertise remain unchanged.

  • Reflection + Optimism for What Lies Ahead

    Thoughts From Our Founder: As we close the door on 2023, I can’t help but look back at this past year and reflect on the various twists and turns we experienced, most unexpected and some even fitting the description of a “black swan” event- an extremely unexpected event, which results in a decisively negative impact on the markets.

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