Jacob William Advisory

10/08/2026

What an incredible few days at the Carson Excell Conference!

We’re grateful for the opportunity to connect with so many incredible people across the Carson community, share ideas, learn from one another, and be part of something so much bigger than any one firm or team.

From inspiring conversations to seeing the Goo Goo Dolls perform and hearing from Rob Lowe, it was a conference to remember!

We’re heading home feeling energized, inspired, and even more excited about what’s ahead.

10/07/2026

Legacy starts with the decisions we make today.

At the Lead Like Your Legacy Depends On It®: Built to Last Summit in Baltimore, Wealth Advisor David Hodnett shared his perspective on the role of thoughtful planning and wealth management in preparing for the future.

We’re grateful to have been part of a day that brought leaders together to think beyond today and focus on what they’re building for tomorrow.

Special thanks to Dr. Shernette Grant, The Unorthodox Leader and Unorthodox Leadership for having us.

10/06/2026

The latest jobs report offered some welcome relief for markets, showing a labor market that remains resilient despite slower job growth. At the same time, stubborn and widespread inflation continues to keep the Fed in focus as investors look ahead to the rest of the year.
In this week’s 90-Second Market Update, Wealth Advisor Matt Rodgville shares key insights on the latest market trends and what they could mean moving forward.
▶️ Watch the update below.
Read the full market commentary here: https://www.jacobwilliam.com/insights/blog/market-commentary-stubborn-inflation-problem-meets-a-goldilocks-jobs-report/

09/30/2026

We traded the office for the art studio! Our team spent some time at McFadden Art Glass, learning the art of glassmaking and creating projects of our own.

Such a fun experience and a great way to spend time together outside the office.

09/29/2026

Stocks continued to climb last week despite Treasury yields reaching multi-decade highs. With consumer spending holding strong, a resilient labor market, and healthy household balance sheets, the economy continues to show strength heading into the final quarter of the year.
In this week’s 90-Second Market Update, Wealth Advisor David Hodnett shares key insights on the latest market trends and what they could mean moving forward.
▶️ Watch the update below.
Read the full market commentary here: https://www.jacobwilliam.com/insights/blog/market-commentary-stocks-climb-despite-soaring-yields/

09/25/2026

A well-deserved spotlight for Christina Hester Snyder, Partner and Wealth Advisor! Her leadership, expertise, and passion for helping others have made such a meaningful impact on our clients, our team, and the financial planning community.

✨ Influential Women Spotlight: Christina Snyder ✨

Christina Snyder is Partner, Director of Financial Planning, and Wealth Advisor at Jacob William Advisory, bringing more than 25 years of experience helping individuals, families, and business owners navigate complex financial decisions with confidence.

Christina became Jacob William Advisory's first female partner in 2022 and is passionate about advancing women in finance, mentoring future leaders, and making financial planning more accessible and empowering. Her leadership extends into community service, financial literacy, and collaborative professional initiatives.

Full feature: https://influentialwomen.com/connect/christina-snyder

09/24/2026

We had a wonderful evening at Bodega & Vino for our latest W**e & Wisdom event, exploring the financial challenges of balancing care for aging parents, supporting children, and planning for the future.

Joined by our speakers, Ellen Platt and Christina Snyder, for sharing their valuable insights, and to everyone who joined us for an evening of meaningful conversations and great company!

Thank you to Bodega & Vino for hosting us and helping make the evening so memorable! We loved connecting with everyone and sharing an evening of meaningful conversations and valuable insights.

**eAndWisdom

09/22/2026

The Federal Reserve raised interest rates, but its cautious approach suggests policymakers remain reluctant to slow an economy that continues to show strength. With inflation pressures persisting and long-term bond yields rising, investors are weighing what the Fed’s next moves could mean for markets and the broader economy.
In this week’s 90-Second Market Update, Wealth Advisor Dan Morrison shares key insights on the latest market trends and what they could mean moving forward.
▶️ Watch the update below.
Read the full market commentary here: https://www.jacobwilliam.com/insights/blog/market-commentary-a-dove-in-hawks-clothing-the-fed-hikes-but-its-still-a-dovish-fed/

09/15/2026

Stocks fell again last week as some early September weakness played out, though not before a nice bounce on Friday to end the week.

In this week’s 90-Second Market Update, Mark Ring shares key insights on the latest market trends and what they could mean moving forward.

▶️ Watch the update below.

Read the full market commentary here: https://ow.ly/RrpW50ZNXzu

09/10/2026

What does it actually take to build an organization that lasts?

Jacob William Advisory and David Hodnett are proud to support the third convening of Lead Like Your Legacy Depends On It®, a full-day executive leadership experience for nonprofit executives, corporate leaders, founders, board members, and organizational decision-makers.

Featuring voices from BGE/Exelon, T. Rowe Price Foundation, Offit Kurman, and more.

Legacy isn't a feeling. It's a decision. If you are interested in attending, here is the link to register: https://ow.ly/I6k550ZFOyY