Jacobs Financial

09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

09/01/2026

Time for an insurance check-up? September is national life insurance awareness month!

If you don’t have life insurance yet, don’t stress! You certainly aren’t alone. Still, it’s important to make that “someday” goal into a reality, because the cheapest time for you to purchase life insurance is probably today!

If you are unsure of what type of life insurance is a good fit for you specifically, contact me! We can connect you with a life insurance expert that can help guide you on a search for a plan that suits your life.
-
The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

09/01/2026

10 years of Tyler!

Help us celebrate Tyler Walz, Wealth Management Advisor, on 10 years with Jacobs Financial!

Over the past decade, Tyler has built meaningful relationships, supported countless clients, and brought his own unique personality and perspective to our team. We’re lucky to have someone who brings both expertise and a genuine commitment to the people he works with.

Tyler, thanks for 10 great years! We’re grateful to have you on the team and excited to see what the next 10 bring!

08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

08/31/2026

Financial planning is about more than one meeting. It is an ongoing process that grows alongside life's milestones, conversations, and changing priorities.

08/26/2026

August 26th is Women’s Equality Day in the United States. This holiday is celebrated in recognition of the 1920 adoption of the Nineteenth Amendment to the United States Constitution, which prohibited states and the federal government from denying the right to vote to any citizen on the basis of s*x. Celebrate this landmark holiday with us today!

08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

08/24/2026

Financial headlines are designed to capture attention. Understanding the bigger picture often begins after the headline ends.

08/21/2026

August 21st is Senior Citizen’s Day! Take this day to pay respects to your elders and make sure that the elderly people in your life know you appreciate them. Join us in celebrating this holiday!

08/20/2026

What role does yield play in long-term investment success?
The Cetera Investment Management Team's latest Market Commentary, Reap What You Sow: Cultivating Yield for Long-Term Returns, explores how dividends, interest income, and reinvestment have historically contributed to portfolio growth and why today’s higher-rate environment may create new opportunities for investors.
Read the full commentary:

Every great harvest begins with a single seed. The vibrant assortment of fruits and vegetables at your local farmer’s market is the result of careful planning,…