• 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.

  • 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.

  • Is Tax Reform Coming—Again?

    With record-breaking stimulus injected into the economy both this year and last, alongside the stated priorities of the Biden Administration, it’s likely we’ll be seeing some changes to tax policy sometime this term. A number of provisions in the 2017 tax reform are set to expire in 2025 as it is, setting the stage for further negotiation in Congress.


    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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