Dean, Jacobson Financial Services, LLC

Resources


Investor mood matters.

Over the past month, we’ve seen five sharp stock market declines – and five rebounds, reported Charles Riley of Bloomberg. He pointed out that market declines often go hand-in-hand with a change in the economic outlook, but that’s not the case this...   continue

It was a busy, busy week.

Geopolitics roiled financial markets.

Investor appetite broadens.

A change in leadership.

What is the most important principle of investing?

Happy holidays!

It’s beginning to look a lot like a rate cut…

A change of direction…

Uncertainty abounds.

It was another turbulent week.

There were bearish undercurrents in the bullish sea.

Like walking on cobblestones…

Making the Most of Medicare Open Enrollment

Filling the data void.

It was a stellar quarter for investors.

The economy is all right.

The bulls were running.

What are your expectations for inflation?

Will the bull market in stocks continue?

Will the Fed lower rates?

Was inflation higher, lower, or steady?

Fast as a snail.

How fast will an AI-powered economy grow?

Coping With Rising Costs Due to Tariffs

Are financial markets too complacent?

Investors are taking it all in stride.

Investors had a lot to think about last week.

Consumers were feeling cautiously optimistic.

Nobody likes to balance the budget.

How’s everybody feeling?

As the market turns...

Preparing for Unemployment

All eyes on the bond market.

Risk-on. Risk-off.

The market whisperer…

A correction and a bounce.

A difference of opinion.

What do weather and investing have in common?

Why are stock markets wary of tariffs?

Optimism headed south on Friday.

Wait! What just happened?

As the markets turn.

How to Create a Plan to Tackle Holiday Debt

Hello, 2025!

But that’s not what I wanted!

How high can U.S. stocks fly?

U.S. stocks thrive amid turmoil.

Not one, but two!

The post-election rally resumed.

The United States stock market changed course.

Are we witnessing an historic event?

Happy birthday!

There was a lot to celebrate last week!

What a Rate Cut Means for You

Living the realities of risk and reward.

The S&P 500 Index hit a new all-time high last week.

Rates moved lower and stocks moved higher.

There was a lot of good news last week!

The best week of the year?

Markets were gripped by August jitters.

The rate cut stars are aligning.

Will deflation continue?

Prioritizing Retirement Planning

Some good news and some volatility.

Are we at an inflection point?

Overall, May was a good month for investors.

Perception versus reality.

Reading the economic tea leaves.

What will the Federal Reserve do?

The economy appears to be slowing down.

Inflation and geopolitics and earnings. Oh, my!

Keep Everybody Informed with a Family Summit

The central banks have spoken.

The week got off to a good start...

The bull market is alive and well.

Optimism abounds!

Don’t fight the Fed

China is out of favor with investors.

We’ve been hearing a lot about layoffs.

Even better than expected!

Are you feeling optimistic or pessimistic?

Is inflation retreating?

And we’re off…to a slow start.

The Most Important New Year’s Resolution

2023 was a big year for U.S. stocks.

Have rates peaked?

Still exceeding expectations.

We’re cycling along.