2023 Market Outlook Webinar

Glass Jacobson Wealth Advisors Personal Finance, News Leave a Comment

We will take an in-depth look at the historical and current market situation both domestically as well as globally, and help attendees position their portfolio to minimize risk and profit from the possible future outcomes.

Time the Market at Your Peril

Glass Jacobson Wealth Advisors Personal Finance, Investing Leave a Comment

Technology enables immediate access to everything wherever and whenever we want it. In many cases, such as staying in touch with friends and family, or learning about world events, that’s a good thing. However, when it comes to investing and money management, my fear is that faster and easier ways of investing will allow people to lose more money faster and easier.

Diversifying Philanthropy

Byron T. Deese Personal Finance Leave a Comment

To truly have influence in long underserved and under-resourced communities, though, clients must think about giving in their lifetime and beyond. This is a universal truth for anyone who is passionate about leaving the world a better place for future generations.

Celebrating National Financial Literacy Month

Byron T. Deese Personal Finance 3 Comments

April is celebrated as the Financial Literacy Month. This started back in 2004, when the U.S. Congress designated April as National Financial Literacy Month. Over the years, many federal and state agencies, credit unions, schools, nonprofit organizations, and socially conscious businesses started participating in this initiative to raise awareness about the importance of financial literacy education in the United States.