(570)-826-1801 info@jacobicapital.com

Community Giving

 

Toys For Tots logo - Community Giving
CYC Logo 1 - Community Giving
LF Logo SOLID New 1 - Community Giving
The YMCA
geisinger
WVCA
Volunteers in Medicine
Wilkes University
Junior Achievement
Big Brother Big Sisters - Community Giving
logo highres 2018 - Community Giving
Barrons logo - Community Giving
Candys Place logo - Community Giving
Dress For Success logo - Community Giving
Kirby Center logo - Community Giving
NSS - Community Giving
Osterhout Library - Community Giving
VOA - Community Giving
Waverly Comm - Community Giving

At Jacobi Capital Management

we are on a journey of our own to create a community of giving. Just as our culture is aligned to do what’s best for our clients, our company approaches involvement in the community with the same attitude. From board involvement to gala sponsorships to working with children, the team at Jacobi is always eager to do its part.

A Different Kind of Holiday Ribbon

A Different Kind of Holiday Ribbon

Wednesday, Dec. 4, 2019: Jacobi team member, Jeffrey Clemente, helped unveil the new annex for the Wyoming Valley Catholic Youth Center. Clemente, the Chairman of the Board at the CYC, helped cut the ribbon to announce the new addition which will house infant-specific...

Jacobi Spreads Holiday Cheer!

Jacobi Spreads Holiday Cheer!

Friday, December 6th, 2019: Our Jacobi Capital Wilkes Barre office participated in the annual Toys for Tots drive. This year the Jacobi Team collected a record number of toys to distribute to local children in time for the holidays.

Jacobi Supports Brewsterhout Success

Jacobi Supports Brewsterhout Success

Friday, August 2, 2019: Jacobi's donation to the 11th Annual Brewsterhout Rooftop Party benefiting the Osterhout Free Library helped make this year's event record breaking. Nina, a member of the Brewsterhout committee, served drinks to the crowd, who also listened to...

Jacobi Drives for Autism

Jacobi Drives for Autism

Monday, June 17, 2019: Members of Team Jacobi headed to the greens at Huntsville to support the 26th Annual Autism Golf Classic. The event, founded by Jacobi's John McCarthy and his wife Tina, raises funds to support Allied Services' Heinz Rehab Hospital's care of...

Jacobi Chips in for Sight!

Jacobi Chips in for Sight!

Monday, June 3, 2019: April was on the greens sponsoring the Blind Fold Putting Contest as part of the 7th Annual Chip in for Sight Golf Tournament benefiting Northeast Sight Services. The tournament raised funds for the non-profit to continue to help the blind and...

Jacobi Laced Up

Jacobi Laced Up

Saturday, May 18, 2019: Team Jacobi laced up some sneakers and joined in the 22nd annual walk for Candy's Place in Forty Fort. The cancer wellness center has been offering cancer patients and their families services like exercise facilities, massages and various other...

Luzerne Foundation Celebrates 25 Years

Luzerne Foundation Celebrates 25 Years

Thursday, May 9, 2019: The Luzerne Foundation celebrated its 25th anniversary at the Westmoreland Club and to honor the occasion, awarded twenty five $10,000 grants and one $25,000 grant to local charitable organizations. Since 1994, the Luzerne Foundation has been...

Jacobi Returns to Dickinson College

Jacobi Returns to Dickinson College

Friday, May 3, 2019: Mike and April had the pleasure of returning to their Alma Mater, Dickinson College, to work with this group of young talent in the International Business and Management classes. Over the past three months, they were able to provide these students...

Jacobi Celebrates March Madness with the CYC

Jacobi Celebrates March Madness with the CYC

Saturday, April 6, 2019: Team Jacobi was proud to sponsor the Catholic Youth Center's 13th annual March Madness fundraiser. The event raises funds to support the CYC's programs designed to benefit local disadvantaged youth who attend child care and after school...

Jacobi Blog

2020 CARES Act FAQs for Retirement Planning

2020 CARES Act FAQs for Retirement Planning

In response to the COVID-19 global pandemic and state of emergency, Congress passed the Coronavirus, Aid, Relief, and Economic Security (CARES) Act on March 27, 2020. This is historic and sweeping legislation aimed at keeping workers paid and employed, allowing...

2020 CARES Act: FAQs for Individuals

2020 CARES Act: FAQs for Individuals

In response to the COVID-19 global pandemic and state of emergency, Congress passed the Coronavirus, Aid, Relief, and Economic Security (CARES) Act on March 27, 2020. This is historic and sweeping legislation aimed at keeping workers paid and employed, allowing...

Hello from Team Jacobi

To Our Friends, We are writing to you during uncertain times as we endure the safety precautions of the novel coronavirus and the simultaneous impact on the global financial markets. First and foremost, we are thinking about the health and well being of all of you, as...

Our Response to COVID-19

We want to share information about the steps we've taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe. This event, first and foremost, has all of us...

What’s the Deal with Trusts: Special Needs Trusts

What’s the Deal with Trusts: Special Needs Trusts

In my next few blogs I will discuss Special Needs Trust (SNT), also referred to as a Supplemental Needs Trust, which I believe are often underutilized and misunderstood. Let’s begin with a simple definition of a Special Needs Trust:  A SNT is a trust that aims to...

Millennial Money Matters: When to Jump Ship

Millennial Money Matters: When to Jump Ship

For many, the end of the year marked another annual review at work. For some, that review may have been upsetting – were you passed over for a promotion? Does your raise (or lack of) seem pathetic? Do your long hours at the office and hard work seem overlooked? ...

What’s the Deal with Trusts? Benefits of a Revocable Living Trust

What’s the Deal with Trusts? Benefits of a Revocable Living Trust

In my previous blog a living trust was defined as a written document in which assets are placed in a trust for the benefit of an individual during his or her lifetime.  Generally speaking, this type of trust is created for the grantor’s own benefit while alive.  He or...

Millennial Money Matters: An Introduction

Millennial Money Matters: An Introduction

If it feels like everyone took secret classes on how to manage and save money – you’re not alone. The focus of this series is to help answer the questions you may be too afraid to ask so you can make smarter decisions about how to spend, save, invest, avoid tax...

Resolve to Save

Resolve to Save

We all know that most New Year’s Resolutions don’t make it past February let alone an entire year (actually, how many of your resolutions are really going strong after just a week?). What if sticking to that plan of just saving an extra 1% of your salary into your...