• Tough Talk from the Fed: August 2022 Markets

    August 2022 provided another roller coaster for markets. (1) The S&P 500 index declined 4.24% for the month, following a summer rebound in July and the first half of August. (2,3)

  • 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.

  • Hope Floats: July 2022 Markets

    Markets staged a comeback in July as U.S. equities posted their best monthly gains since November 2020. (1) The S&P 500 equity index rose 9.11%, the tech-heavy Nasdaq finished up 12.4%, while the Dow posted gains of 6.7%. (2) Gains were fueled by better-than-expected financial results from America’s biggest companies, as well as bets that the Fed might dial back monetary policy tightening sooner than expected. (3)


    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.

  • A Note From Our Founder

    As graduation season ends and we begin gearing up for summer, we hope you are finding time to enjoy the warmer weather with family and friends. However, the ongoing uncertainty of the markets, the recent slew of senseless mass shootings, and other negative world news may be putting a damper on a usually fun and cheerful time of year.

Sophisticated planning for personal outcomes.
Contact us and meet your advisor today.

Meet us today

JSF logo

Subscribe to our mailing list and stay up to date with the latest information.

By submitting this form, you are consenting to receive marketing emails from: JSF Financial, LLC, 6300 Wilshire Blvd, Los Angeles, CA, 90048, http://www.jsffinancial.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact