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Blog

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Kevin Jacobs | Apr 5, 2025

Lessons from the Markets, the Ballpark and Life

Retirement Planning
Investments
Market Commentary
Tax Strategy
The Drillers were up 11–2 going into the 8th inning. It felt like a sure win. But a combination of pressure, rushed decisions, and errors led to a 12–11 loss
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S&P
Kevin Jacobs | Jan 20, 2025

New Year Update: 2024 Reflections & 2025 Expectations

Investments
Economy
As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.
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Kevin Jacobs | Nov 20, 2024

What will the new administration do first?

Investments
Economy
Now that the election is over, what will the new administration prioritize in the new year? Take a look at a few things we’re watching in the months ahead.
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election statistics
Kevin Jacobs | Oct 21, 2024

Elections & market reactions

Investments
Economy
Tax
What do presidential elections mean for your portfolio?
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Kevin Jacobs | Sep 25, 2024

Lower interest rates. Now what?

Investments
Economy
Why did the Federal Reserve cut rates? Learn more here.
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Kevin Jacobs | Aug 21, 2024

What happens next? (market rollercoaster)

Investments
Economy
It’s been a wild August for markets. Let’s review.
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Kevin Jacobs | Jul 30, 2024

Feeling the "Vibecession"?

Investments
How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?
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Kevin Jacobs | Jul 24, 2024

New presidential candidate? (What it could mean)

A lot has happened recently. Let’s review.
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Kevin Jacobs | Apr 17, 2024

Can stocks go higher?

Inflation
Investments
Economy
Interest
The stock market rocketed to new record highs after the latest Federal Reserve meeting. Will markets continue to rise? Let's discuss.
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Kevin Jacobs | Feb 8, 2024

Is inflation rising again?

Inflation
Investments
Economy
Interest
As we kick off 2024, the latest data is raising some concerns about inflation. Let’s dive into some data and take a look.
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Kevin Jacobs | Jan 4, 2024

What does 2024 have in store?

Inflation
Investments
Economy
Interest
As we enter the final weeks of 2023, let’s take a moment to review some of the year's major market and economic trends.
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Kevin Jacobs | Nov 8, 2023

How does the economy look to you?

Inflation
Investments
Interest
Economy
Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
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