Financial News and Personal Finance Resources

Stay informed about the latest financial news and changes that could affect your financial plan. Bookmark this page and check it regularly for insights, updates, white papers, special reports, seminars, events and other personal finance resources.

Financial News Articles and Videos of Interest

From market trends to financial planning

Q4 Quarterly Market Review, January 2017

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a quarterly topic.

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Q3 Quarterly Market Review, October 2016

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a quarterly topic.

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Mid-Year 2016 Financial Markets Review

JFS founder and president, Bob Jazwinski, covers the history of average annual returns from globally diversified stocks as well as our expectations on continued volatility and future returns.

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Past Articles

Form ADV

Click here for a free copy of JFS’ Form ADV Parts 2A and 2B, which is also available at www.sec.gov.

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