• April 2024 Market Recap: Fading Hopes for Rate Cuts

    As investors focused on disappointing inflation readings, major equity indexes ended a five-month winning streak to move lower in April. By the close of the month, the technology-heavy NASDAQ was down 4.4%, while the S&P 500 lost 4.2%.

  • 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.

  • 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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