Hobart Wealth

06/08/2026

Help us wish a very Happy Birthday to our Wealth Advisor, Nick Adkins! 🎉

Nick’s dedication to serving clients, thoughtful guidance, and positive attitude make him an invaluable part of the Hobart Wealth team. We are grateful for the expertise and care he brings to our clients and our company every day.

Wishing you a fantastic year filled with happiness, success, and celebration. Enjoy your special day, Nick! 🎂🎈

06/04/2026

Senior Wealth Advisor and Director of Financial Planning Corey Sunstrom explores why Medicare’s IRMAA surcharges shouldn’t be the sole driver of retirement decisions, and how focusing on your overall retirement strategy can often lead to better long-term outcomes than avoiding a temporary increase in premiums. Check out his article at the following link: https://hobartwealth.com/irmaa_and_retirement/

06/04/2026

Discover why intentionally holding cash is vital for your financial security. Learn the smartest places to keep your cash to potentially earn better returns. Protect your future and grow your wealth.

06/03/2026

Holding 12 months of expenses in cash for retirement is common, sometimes more. But too much cash can slow your long-term growth, especially with inflation. Find the secure balance.

05/30/2026

Happy Work Anniversary, Jacob Woodrum! 🎉

Your leadership and insight as Director of Investment Strategy continue to drive meaningful results and set a high standard for excellence. Your thoughtful approach and deep expertise make a real difference for both the team and those we serve.

Thank you for your commitment and impact, wishing you continued success in the year ahead! 📈

05/29/2026

Love is in the air at Hobart Wealth! 💍✨

We’re so excited to celebrate our Trading Operations Specialist, Michaela, who got married last week!

Please join us in congratulating Michaela on this beautiful new chapter. Wishing her and her spouse, Jake, a lifetime filled with happiness, love, and unforgettable memories together. ❤️

Congratulations, Michaela! 🎉

05/28/2026

Most financial concentration doesn’t happen all at once.

With RSUs, stock growth, promotions, and benefits, one company can quietly become a very big part of your financial life.

This week’s article uses a beach tent on Oak Island to explain RSUs, concentration risk, taxes, and diversification in a simple way. You can read it at the following link: https://hobartwealth.com/restricted-stock/

05/25/2026

05/21/2026

We’re excited to welcome Jason to Hobart Wealth as our summer intern! 🎉

Jason is a rising senior at the University of South Carolina pursuing a double major in Finance and Economics, along with a minor in Psychology. He’s eager to learn from our advisory team this summer, and we’re excited to have him on board!

Outside of school and work, Jason loves traveling and exploring new places. His favorite adventure so far was a trip to Roatán, Honduras, where he got to meet baby monkeys and sloths.

We’re looking forward to a great summer with you, Jason. Welcome to the team!

05/20/2026

In this week’s blog, Jacob reflects on how even the best routines require flexibility, a lesson that applies equally to today’s economic environment and investment landscape. He explores the role of productivity growth, artificial intelligence, and disciplined portfolio construction in navigating an increasingly dynamic world. Read the article at the following link: https://hobartwealth.com/productivityandai/