Allison Jacobson

09/03/2026

Keeping everything in cash can feel safe.
Until you realize doing nothing is still a risk.
Cash has a job.
So do stocks.
Bonds.
Retirement accounts.

And the money you will need next year has a very different job from the money you wont need for 20. "Safe" depends on what the money is for.

09/02/2026

Not everyone wants more money.

Because "more" isn't always the goal. Maybe you want more time with family, or to retire early, or freedom to travel.

And maybe you really do just want to build more wealth.

The answer doesn't matter nearly as much as knowing your answer.

Figure out what you want form your money. Then build your plan to get there.

09/01/2026

Think you don't have an estate plan? You do.

You may have not created it... state law will determine parts of it for you.
Without proper planning, decision about your property and estate administration may not happy the way you would have chosen.

Estate planning is not about being "wealthy". it's about being intentional.

08/31/2026

Managing student loans is a big part of your financial picture. Whether you are adjusting your budget or looking for better ways to manage your cash flow, having a clear plan helps you move forward with confidence.

Check on...
-Loan terms
-Auto-payment status
-Loan forgiveness or payment reductions
-Employer 401(k) benefits for student loan payments
-Terms of your other debt
-Refinancing options

Find out options may help keep your financial goals on track!

08/27/2026

Retirement flips the question.

"Am I saving enough?" suddenly turns to: "Can I actually spend this?"

The transition is HARD.

You spend your entire career learning how to accumulate money. Retirement requires learning how to use it confidently. Your plan should help with both.

08/14/2026

RBC Wealth Management’s Head of Wealth Strategies Angie O’Leary believes in aligning each client’s wealth with their legacy and purpose. Take a look at this article to learn more about her approach to connecting with clients, and read about the views of other members of the Forbes Finance Council.

In many cases, these clients were underserved at prior firms and value open communication to discuss the issues on their minds.

07/24/2026

Financial stability isn't about a HUGE paycheck;

It's about making your money work for you.

This fundamental shift in perspective from earning to learning **seeing money as a tool rather than a goal** can transform your financial future.

07/23/2026

Understanding Different Indexes:

S&P 500: Tracks 500 large US companies. It's a broad market measure, showing steady long-term growth of about 10% annually.
Dow Jones Industrial Average (DJIA): Comprises 30 major US companies. It's less volatile, reflecting stable blue-chip stocks, with consistent gains.
Nasdaq Composite: Includes over 3,000 companies, heavily tech-focused. It's highly volatile, recently experiencing significant fluctuations.
Russell 2000: Tracks 2,000 small-cap US companies. More volatile and sensitive to economic changes, often outperforming in strong markets but with notable gains and losses recently.

Each index offers a unique perspective on market performance due to its composition.

Source: [Investopedia](https://bit.ly/45kyPqG).

07/23/2026

Understanding Different Indexes:

S&P 500: Tracks 500 large US companies. It's a broad market measure, showing steady long-term growth of about 10% annually.
Dow Jones Industrial Average (DJIA): Comprises 30 major US companies. It's less volatile, reflecting stable blue-chip stocks, with consistent gains.
Nasdaq Composite: Includes over 3,000 companies, heavily tech-focused. It's highly volatile, recently experiencing significant fluctuations.
Russell 2000: Tracks 2,000 small-cap US companies. More volatile and sensitive to economic changes, often outperforming in strong markets but with notable gains and losses recently.

Each index offers a unique perspective on market performance due to its composition.

Source: [Investopedia](https://bit.ly/4baDmzv).

07/22/2026

You may have started viewing normal market behavior as a problem.

A 10% correction makes headlines. A 20% correction feels like a crisis.

Those period have happened throughout history. And they have never changed the fundamental reason people invest: To own businesses that grow over time.

The stock market has always tested investors' patience before rewarding it.

Maybe the goal shouldn't be avoiding volatility. Maybe the goal should be building enough confidence in your plan that volatility doesn't change it.