Jacobi Capital Management Blog
Online banking, a tool to enhance or sabotage your financial wellbeing?
In 2019, there are apps for everything, including online banking. While the ability to have access to your checking and savings accounts at the touch of your fingertips is a great resource, there can also be an element of self-sabotage that can come about from having...
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Budgeting 101 Series: Meet Robin
Hi, my name is Robin MacKellar. I recently joined the Jacobi team as the Communications Associate in September. I spent my summer reading books by my parents’ pool and relaxing after having 16 years of experience in education, being a full-time student. I was riding...
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Teaching Your College-Age Child About Money
When your child first started school, you packed lunch and a snack on a daily basis. But now that your kindergartner has grown up, it's time for you to make sure that your child has enough financial knowledge to manage money at college. Lesson 1: Budgeting 101 Perhaps...
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Time to Start Saving for College
It’s back to school time and we are one year closer to your children starting college! Are you worried about funding their education? Nervous it may be taking funds away from your retirement savings? The good news is that there are many ways to pay for college so you...
read morePursue Your Financial Independence
Too often we put our passions to the side, instead focusing on work so we can earn enough to pay off our debt and taxes. However, a recent trend, known as the FIRE Method (Financial Independence Retire Early), has been catching on. These extreme savers live...
read moreAfter the Diploma: Student Loan Debt
Congratulations! College graduation is a huge accomplishment! It marks the beginning of the next chapter of your life. As you prepare to enter the “real world” you will begin to face many changes in your social life, work life, and financial life that may seem scary...
read moreRetirement Savings Plans for Small Businesses
Most people are familiar with traditional IRAs, Roth IRAs and 401ks as methods of saving money for retirement. However small business owners looking to provide retirement savings benefits for themselves or their employees have more options to meet those needs....
read moreThe Wealth of Knowledge: The Importance of Financial Literacy
Wouldn’t it be great to have a strong background for financial decision making so that we can make informed choices to maximize our financial success? By having a greater understanding of taxes, savings, credit, debt, budgeting, retirement, and investing, financial...
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Hirthler Named Barron’s Top 1200 in 2019
Michael Hirthler, Chief Investment Officer, was recently recognized among the Top 1,200 Financial Advisors in America by Barron’s. The investment publication’s annual list highlights esteemed financial advisors who were assessed on varying factors contributing to the...
read moreInspired Financial Planning
Financial planners discover the beauty and intricacies of money. Our field is one that pushes the scope of the financial marketplace with multidisciplinary tactics and human spark. Financial planning, though is more than money, it is the gateway for helping people...
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