• June Market Update

    After reaching a new all-time high in the first week of May, the S&P 500 had a choppy month and closed just slightly in the green. One major volatility driver: inflationary pressures, and concerns that the Federal Reserve will be behind the 8-ball in adjusting policy.

  • 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.

  • 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.

  • 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.

Sophisticated planning for personal outcomes.
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