Choosing the right financial advisor for your nonprofit organization is a big decision, and the questions you ask can make all the difference. This guide outlines 12 essential questions to help you find an advisor who aligns with your goals, values, and best...
Bond Investing When you buy a bond, you’re lending money to a company, municipality, or government in exchange for regular interest payments over a set period (the bond’s term). When the bond matures, you are repaid the amount you lent, known as the par value or...
As health insurance costs continue to rise, choosing the right health insurance plan has become an increasingly important part of your overall financial plan. During open enrollment, you may find yourself deciding between a traditional health insurance plan and a...
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...
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...
