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22 January
Profit Taking Finishes the Year
Quick Take: Stocks and bonds fell in December after the Federal Reserve projected fewer rate cuts in 2025 than markets had been expecting.[1] Equities finished a strong year with a whimper, as the S&P 500 fell 2.5% in December — the worst monthly loss since April. [2] This was just after stocks had just […]
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11 August
A Letter from Our Founder – A Joyous Weekend Ahead
When I think back to the founding of JSF 27 years ago, it’s impossible to not also think about the birth of my 1st daughter Alexa – who is now almost 26 years old. She and the firm grew up and experienced triumphs and obstacles alongside each other. Fast-forwarding to today, Alexa is preparing for […]
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31 March
Women And Wealth: Words of Wisdom From Our Clients and Friends
As part of our recognition of International Women’s Day, we reached out to a number of female clients seeking their stories, experiences, and words of advice about finance and financial planning. The response was overwhelming and filled with wisdom that we felt deserved saving and sharing with others. The result is this booklet, which captures […]
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