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Whether you’re approaching retirement or have just stepped into it, you may notice the market feels a bit more personal these days. If you’ve found yourself checking the stock market more often lately, you’re not alone. For decades, your focus has been to save, save,...
One quality we value at Jacobson & Schmitt Advisors (and believe is often underappreciated by many investors) is the tenure of a company’s leadership, or how long individuals have served in their roles. Longer CEO and leadership tenures offer significant...
When can I retire? This is a question we help people answer all the time, and is, in fact, one of the most common (and important) questions we hear. There is no universally “best” time to retire; it's really what is best for you! However, here are some things to...
Few topics touch every family as deeply as aging. Whether it’s planning for your own future or helping a loved one stay comfortable and independent at home, “aging in place” often becomes a central part of the family conversation. The goal isn’t just to avoid a move...
Should you use a will or a trust for your estate plan? The answer depends on your family, your assets, and what you want to happen after you're gone. We'll walk through how each option works, where they differ, and what to consider when deciding which makes the most...
Before diving in, we want to share something important: smaller non-profits are often overlooked by the investment management industry. Fees tend to be high, investment choices are often limited, and genuine guidance is rare. Our team is passionate about changing...
A Quick Guide to Umbrella Insurance If you've ever worried about what might happen if you're sued for more than your home or auto insurance covers, you're not alone. That’s where umbrella insurance comes in—a cost-effective way to add an extra layer of protection to...
We want to own the great businesses of tomorrow, and market volatility gives us opportunities to invest in them at more attractive prices. Any time there is market disruption, our goal is to use it to our advantage. So, much like during the COVID-19 pandemic, we...
It’s not your imagination - scams are getting more sophisticated! Part of maintaining your financial well-being is staying alert and learning to protect yourself from potential attacks. In this blog, we outline the top five scams for you to look out for and make...
Today marked a special milestone for Jacobson & Schmitt Advisors (JSA) as we participated in the video production for our upcoming segment on Empowered with Meg Ryan. The collaboration was more than just an opportunity to share our expertise; it was a chance to...