Reflections from Our Founder

January 27, 2017 · Written By Sarah Stafford

flowers-desk-office-vintage-e1485547319769With a new year upon us, I’d like to take the opportunity to express my sincere gratitude to our clients for their enduring loyalty and confidence in our services.  You are, and always have been, the utmost vital reason for our firm’s success, and it is our privilege to continue helping you and your families plan and build your financial foundation.  Through continuous dialogue, sophisticated strategies and  high quality service, we are committed to fostering meaningful relationships and being a part of your journey toward achieving the financial goals most significant  to you.

2016 was a prime example of how the financial markets can be full of surprises.  The year began with stock markets in steep decline, making it the worst start of any year in history.  Feeding the uncertainty were a number of factors—a rocky Chinese economy and financial markets, falling oil prices, and looming fears of a U.S. recession.  By mid-year, investors also faced concerns of market fallout from the U.K. Brexit referendum. In the months thereafter, the world looked on anxiously as the impending U.S. presidential election became reality. Fueled with contention, the election cycle was a long and particularly divisive road for all tuned in.  But as disconcerting as the election of Trump has been to many voters, consumer sentiment has turned markedly positive. 

Amid the series of unexpected events, investment returns for 2016 were some of the strongest we’ve seen in the last three years. At year-end 2016 and the beginning of 2017, economic metrics throughout the world are positive, and the global economy is poised to perform well.  The market turnaround reminds us that, as we’ve witnessed so many times before, keeping the big picture in the forefront is key.  Investors who avoid overreaction to short-term volatility and remain committed to well-crafted, long-term strategies have historically been rewarded for their discipline. 

In an age when many advisors have gravitated toward investment management only, JFS remains committed to being a full service wealth management firm. Now managing over $1.8 billion in assets for over 1,500 clients across 46 states and four countries, our team regularly evaluates and implements the resources and technology necessary to keep us leading-edge.  JFS continues to invest in high-caliber financial planning software, providing us the tools to construct and refine comprehensive investment strategies and perform complex financial modeling.

We have assembled an outstanding team of professionals and support personnel who put the interests of our clients first and are wholly committed to guiding them toward achievement of financial objectives. Our advisors meet rigorous educational and experience standards and hold several of the industry’s most distinguished credentials.  All of our team members are committed to ongoing professional and personal development and provided substantial support to improve their skills.  In the coming months and years, we will continue to develop talent and internal systems to enhance our client service teams’ ability to provide laser-focused attention to your unique needs.

On behalf of each and every one of us here at JFS Wealth Advisors, I wish you and your families a happy, healthy and successful year ahead.  As always, we invite your questions and look forward to working alongside you and providing personalized advice for generations to come.

Warm regards,

Robert C. Jazwinski, CPA/PFS, CFP®

President, Managing Principal