Jacobs Financial

10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“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...

10/26/2026

It is easy to compare our financial lives with what we see around us, especially online. But what we see rarely tells the whole story. Understanding how comparison shapes our view of money can offer a different perspective.

10/26/2026

Retirement strategies are a mystery to many. It’s no surprise that many small-business owners have a difficult time finding a retirement strategy that perfectly fits their needs and doesn’t leave them asking, “Is this as good as it gets?”

Working together, we can identify and implement a customized retirement strategy design that’s more sophisticated than a one-size-fits-all option. We can create a strategy tailored to your financial situation after a thorough discovery process.

10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/23/2026

Estate planning is a pretty big undertaking to begin with, but when you include all the extra strings of being a business owner, it can complicate matters further. The elephant in the room is obviously your business and the question of who will inherit it when you are no longer at the forefront. It’s your life’s work, so it is your choice at the end of the day – however, if you need to know what your options are and what each of those scenarios could look like, we are happy to be a resource for you. Reach out today if you need guidance on this crucial step of planning your estate!

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

10/22/2026

We’re just one week away from our Jacobs Financial Open House!

Stop by Thursday, October 29 between 4:30 and 6:30 PM for complimentary food from Sunshine’s Summerhouse and an evening of conversation with the Jacobs Financial team.

Bring a friend, family member, or coworker and stay for as little or as long as you’d like.

Want to let us know you’re coming? Reach out to Liv or Gabby!

We can’t wait to see you!

10/21/2026

Please join us in welcoming Natalie Brownfield to the Jacobs Financial team!

Natalie joins us as a Wealth Management Advisor with a passion for helping individuals and families build confidence in their financial future. She believes financial planning is about more than numbers. It's about providing the knowledge, guidance, and resources people need to make informed decisions and create opportunities for the future.

With a strong foundation in finance and a commitment to building meaningful relationships, Natalie is dedicated to helping clients work toward goals they may not have thought were possible. We're excited to have her on board and look forward to the impact she'll make for our clients and community.

Welcome to the team, Natalie!

10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

“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...

10/19/2026

Markets move through seasons, cycles, and trends, but these patterns do not tell the future. Understanding the difference between them can provide useful context for the market changes we see in the news.