• How to Play the Bubbles Like the Pros
    WALL STREET JOURNAL, April 18, 2010
    Over the last 13 years, investors have experienced some of the largest financial bubbles in history. Asian currencies rose and fell, technology and Internet shares suffered staggering losses, oil and other commodities rode a wild roller coaster, and the collapse of the housing market caused trillions of dollars of damage. Read more

  • Choosing the Right Financial Advisor
    By Jeffrey Fishman THE CPA JOURNAL, September 2009
    Choosing a financial advisor is a big decision, one that should be made with both intellect and instinct. Information and knowledge are critical parts of this process; with the right information, individuals can ask direct questions about a financial advisor's business, listening not only for the response but for the gut feeling that accompanies it. Read more

  • Practice Management: Advisers Keep Eye On Elderly Parents
    By Kristen McNamara DOW JONES NEWS SERVICE, July 17, 2009
    One of the biggest problems financial advisers face is elderly investors with shrinking portfolios. Sometimes the solution lies with their children - and that presents its own challenges. Read more

  • Practice Management: Cutting Costs - Just Not The Pool Guy
    DOW JONES NEWS SERVICE, June 26, 2009
    For Jeffrey Fishman's clients, cost-cutting stops at the pool house door. Like financial advisers across the U.S., Fishman, of investment advisory firm JSF Financial in Los Angeles, is spending more time on budgets and cash flow with clients who are bringing home less money in these challenging times. Read more

  • JSF FINANCIAL LAUNCHES TRANSITION PLANNING SERVICE
    Paul Menchaca, June 1, 2009, FINANCIAL-PLANNING.COM
    At its most turbulent point, the global economic meltdown left many asking, "What happened?" As people have had time to contemplate major life changes—like losing a job, searching for a new career or rebuilding lost retirement assets—the question many clients are now asking is, "What next?" Read More