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.
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Jacobi Blog
Budgeting 101 Series: 50/30/20 Rule
Disclosure: I might have a slight shoe shopping problem! It isn’t like I’m ordering tons of shoes online and then forgetting or even choosing not to return them out of laziness. I go in search of specific shoes to round out my closet. I make time to drive somewhere...
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...
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...
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...
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...
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...
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...
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...
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...
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...