• May Market Update

    Equities reached new highs in April, the Federal Reserve re-confirmed its commitment to supporting the economy, and first-quarter economic growth hit a 6.4% annualized rate. However, surprisingly weak jobs growth in April took economy-watchers by surprise. What happened? Let’s take a closer look.

  • 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.

  • April Market Update

    Despite some volatility towards the end of March, the Dow and S&P 500 hit new highs this quarter. Earnings for S&P 500 companies are forecasted to have grown 23% for the first quarter, and the economy added nearly 1 million new jobs in March. The vaccine rollout has gained momentum, with an average of 2.8 million daily doses administered in the last week of March. California expects to reopen completely by the end of June.


    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.

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