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.
2020: A Year of Giving
2020 hasn't been a "normal" year in nearly any aspect, but that doesn't mean Team Jacobi would stop giving back to the community! While many traditional fundraisers were cancelled, our favorite local charities pivoted to make the most of the circumstances. From online...
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!
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 honors commitment to Northeast Sight Services
Thursday, October 10, 2019: Jacobi Capital Management was honored to sponsor the Benefactor Award at the 2019 Northeast Sight Services Annual Awards dinner. This year was...
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
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!
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
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
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
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 Blog
Women Get Real: Karol
Written by: Karen Darby, WMCP® Why is money so taboo? We all need it and are working to get it yet no one wants to talk about it. One money topic that isn’t talked about enough is your salary. We’re told to keep it private and not discuss how much you make with...
Women Get Real: Karen Darby
Karen Darby Money can be many things to many different people. Each person you meet has a different expectation and point of view on the topic. If you look back at your life, I’m sure you can find a few stories that stick out and shaped your view and beliefs on the...
2020: A Year of Giving
2020 hasn't been a "normal" year in nearly any aspect, but that doesn't mean Team Jacobi would stop giving back to the community! While many traditional fundraisers were cancelled, our favorite local charities pivoted to make the most of the circumstances. From online...
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
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...
Government Waived Federal Student Loan Interest: Here’s What It Means for You
The current state of emergency throughout the country has led to many new initiatives for economic support in a short period of time. For those who may be unexpectedly out of work, student loan payments can seem overwhelming. Thankfully, the government has passed...
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
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
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? ...