Insights

Filter by:
Jacob William Advisory Announces Appointment of Mark Ring to Board of Directors for Better Business Bureau® Serving Greater Maryland

News

Jacob William Advisory Announces Appointment of Mark Ring to Board of Directors for Better Business Bureau® Serving Greater Maryland

Jacob William Advisory is pleased to announce the addition of its Founding Partner and Wealth Advisor, Mark Ring, to the Better Business Bureau Serving Greater Maryland Board of Directors. He joins a group of seven other new appointees. BBB’s mission to build an ethical marketplace aligns with the vision of thorough, precise and personalized service that inspired Mark Ring and Dan Morrison to found Jacob William Advisory “I know how heavy a burden it can be to own your own business, as well as the joys. I’ve learned that if you wish to surpass your own dreams you can’t always...read the full article

Read More
Market Commentary: S&P Continues Decline, but Home Sales on the Rise

Market Commentary

Market Commentary: S&P Continues Decline, but Home Sales on the Rise

The S&P 500 declined for the fourth straight week. On Wednesday, the index of large U.S. companies had declined just more than 9.5% but rallied late in the week. The S&P 500 is 7.8% below its Sept. 2 high. The four-week decline has matched the characteristics of a price adjustment after a large run-up in markets.

Read More
Charitable Gift Planning Strategies for 2020

Videos

Charitable Gift Planning Strategies for 2020

Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.” Click Here to Watch the Webinar

Read More
Market Commentary: Restaurants are Rebounding, but S&P Still Lags

Market Commentary

Market Commentary: Restaurants are Rebounding, but S&P Still Lags

Retail sales figures continued a string of economic data pointing toward slowing growth accompanied by a gradual reopening of state economies. Consumers seem willing to take some risks. Retail and food service sales rose 0.6% last month. (See Chart 1.) Increased sales at restaurants contributed most to the monthly gains.

Read More
Q3 Quarterly Market Outlook

Videos

Q3 Quarterly Market Outlook

Read More
Market Commentary: The S&P fell for the Second Week Straight and Inflation Rises

Market Commentary

Market Commentary: The S&P fell for the Second Week Straight and Inflation Rises

Stocks continued to retreat as losses on Tuesday were large enough to push the market down more than 2% for the second week in a row. The S&P 500 has retraced 6.7% of its massive rally from the lows in March.

Read More
Rewirement: Rewiring The Way You Think About Retirement

Videos

Rewirement: Rewiring The Way You Think About Retirement

Jamie Hopkins, Director of Retirement Research at Carson, hosts “Rewirement: Rewiring The Way You Think About Retirement.” A lot has changed since your parents retired, and the world is a more expensive, complex place: Click Here to Watch the Webinar

Read More
Market Commentary: Sharp Decline in S&P 500 Could Signal More Volatility

Market Commentary

Market Commentary: Sharp Decline in S&P 500 Could Signal More Volatility

Investors were reminded stock investing comes with volatility as the S&P 500 dropped 3.5% on Thursday and declined 2.3% for the week. The downside pressure was felt most directly by stocks that had performed best. Figure 1 shows the best performing stocks this year (furthest to the right) lagged during the downturn (closest to the bottom).

Read More
How to Invest Creatively in Your Fall Vacation this Year

Monthly Newsletters

How to Invest Creatively in Your Fall Vacation this Year

Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.

Read More
Market Commentary: Higher Inflation Expected in Coming Years, S&P Sees More Gains

Market Commentary

Market Commentary: Higher Inflation Expected in Coming Years, S&P Sees More Gains

The Federal Reserve announced a major policy revision last week. The revised strategy indicates rates will stay low for a long period of time and will increase slower than in past rate cycles. The report and a subsequent speech by Fed Chair Jay Powell indicate the Fed will allow inflation to move above its 2% target to make up for periods when inflation has been less than 2%.

Read More