• November Market Update

    As we fall back to standard time and the days get shorter, we will take this opportunity to look back at the month of October and the issues facing us as we head towards year end. The S&P 500 added 6.9% in October, the largest one-month gain since November 2020.1 We also saw multi-year highs in inflation readings and energy prices,2 as well as better-than-expected corporate earnings.

  • 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.

  • October Market Update

    The month of September brought a chill to equity markets, which experienced a 4.76% loss for the month. (1) Following a march of record-setting gains year-to-date, the sell-off was a reminder that markets don’t go up in a straight line, especially with ongoing pressure from COVID-19 variants, political gridlock, and inflation. (2)

  • 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.

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