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Jacobi Capital Management Blog

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Budgeting 101 Series: Meet Robin

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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Time to Start Saving for College

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...

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Pursue 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...

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After 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...

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Hirthler Named Barron’s Top 1200 in 2019

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...

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Inspired 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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