Client Center
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...
Both wills and trusts provide important benefits for protecting your assets, but the best choice varies based on your overall estate planning objectives. This guide outlines the key features of will-based and trust-based plans to help you make an informed decision...
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...
Estate Planning and Legacy Contacts: Preparing for Your Digital Assets One area of estate planning that gets overlooked is one’s digital assets. One way to prepare is by assigning a Legacy Contact—a trusted person who can access your phone or account data after you...
The most common question we hear from clients these days is some version of the emotionally charged question, “do politics affect my portfolio?” It’s no surprise that everyone is wondering who will win and what changes will occur with the election around the corner....
If you’ve made it through our first two posts on this topic, you’ve learned: ALL investing decisions are “active.” However, the active mutual fund industry doesn’t get the best investment returns for individual investors because it wasn’t designed for that. As David...