• 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.


    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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