John E Jacobs - Northwestern Mutual

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John E Jacobs - Northwestern Mutual

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09/25/2026

Two investors can see the exact same returns and reach completely opposite conclusions.

The first says: "Stocks returned 15%+ for years. This is the new normal."
The second says: "Stocks have gone up too much. A crash is coming."

One is suffering from recency bias and the other is suffering from the gambler's fallacy. What's fascinating is that they seem like opposites, but they are not. Both require making a forecast and attempts to predict what happens next.

But investing success has never depended on accurate forecasting. It depends on having a plan strong enough to survive outcomes you can't forecast.

When markets rise, investors become convinced they must "do something." Add a hedge. Rotate sectors. Reduce equity exposure. Buy a new product promising downside protection.

However, history suggests many of these interventions become the financial equivalent of painting animal glue over Michelangelo's frescoes.

The goal isn't to predict markets better. The goal is to build a plan that doesn't need predictions at all.

Read our latest market commentary to explore the broader perspective: http://spr.ly/6184BGrrZo

09/18/2026

The last decade has produced exceptional returns. Viewed in isolation, it's easy to believe one of two things:
1. This is normal and should continue.
2. These gains were "borrowed" from the future and must eventually be paid back.

But zoom out and the picture changes.

Think about an investor who bought at the market peak in 2000. The road back wasn't a six-month recovery. It was over a decade of crashes, recoveries, and frustration before new highs were sustainably established. A strong financial plan is built to endure challenging decades, not just depend on favorable ones.

The shorter the window, the less of the painting we can see. The wider the frame, the clearer the masterpiece becomes.
Markets do not owe investors a correction after a period of strong returns, nor do they guarantee continued gains. They are indifferent to our forecasts.

What matters is not predicting what comes next. What matters is whether your plan can withstand a wide range of potential outcomes.

Read our latest market commentary to explore the broader perspective: http://spr.ly/6186BGV5dA

08/17/2026

Healthcare in retirement can become one of your largest expenses and many people don’t see it coming.

Most retirement plans focus on income, investments, taxes, and estate planning. Healthcare is often treated as an estimate or an afterthought… that’s where the gap begins.

Estimating and preparing for healthcare costs has many layers. It’s a mix of expenses that can change over time, Medicare premiums, out-of-pocket costs, prescription coverage gaps, and potential long-term care needs just to name a few. An individual’s income level can impact Medicare premiums, too, which can catch many retirees by surprise.

Our recent article aims to educate on this potential retirement planning pitfall. You can read it here: http://spr.ly/6189B1DeuV

08/03/2026

Each quarter, our Chief Investment Officer, Christopher Bremer, hosts a webinar for our clients to deliver our perspectives on the markets, investing, and financial planning.

Recently, our team began publishing these market commentary webinars onto our YouTube channel: http://spr.ly/6184BELQ08

If you’re curious about what it’s like to work with Park Avenue Capital and our views on investing and financial planning, these recordings are a valuable place to start.

Our most recent webinar, "The Invisible Gorilla: Big Tech Update", unpacks Big Tech, AI, market concentration, and long term strategies every investor needs to know.

Please listen, like, subscribe, and contact me if you’d like to discuss financial planning with Park Avenue Capital in more depth.

07/28/2026

I'm thankful to be recognized on the 2026 Forbes Best-in-State Financial Security Professionals list.

This recognition is especially meaningful because it's built on something that can't be measured in rankings: the trust of my clients and the relationships we've built over the years.

Thank you to everyone who has allowed me to be part of your financial journey, and to my colleagues at Park Avenue Capital for making this work so rewarding.

(Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo.)

07/16/2026

Technology in your portfolio is not a bet on what is working right now. It is a reflection of how the economy actually works. This is a distinction that matters, and one that often gets lost in the noise of market commentary.

Since 2018, Park Avenue Capital has held the view that technology is the primary driver of economic growth across all sectors — not just within tech itself. The current earnings cycle reinforces that thesis. The nature of the U.S. economy has fundamentally shifted, with a growing share of productive investment now tied directly to digital infrastructure. That structural reality does not disappear when markets get noisy.

For discerning investors, the question is not whether technology belongs in a long term portfolio. It is whether your portfolio reflects the economy you actually live in, or the one that existed a generation ago.

At Park Avenue Capital, our role is to guide clients through these investing complexities. Not chasing what is working and not by avoiding what feels uncomfortable, but by staying grounded in evidence and maintaining the discipline to let a well constructed plan do its work through all market conditions.

Planning success is not about what is in the news. It is about what is in the evidence and the discipline to follow it.

Read our latest market commentary for the full analysis: http://spr.ly/6186BEBc8A

07/09/2026

In 1999, Harvard psychologists showed that more than half of viewers watching a basketball video entirely missed a person in a gorilla suit walking through the frame. They weren't careless — they were focused on the wrong thing.

The same dynamic plays out in portfolios every earnings season.

While investors debate valuations, concentration risk, and AI capital expenditure, some of the most profitable companies in modern corporate history have been quietly reporting the strongest earnings growth on record. According to BlackRock, the average investment advisory portfolio remains underweight technology and communications — not because the data isn't there, but because attention tends to anchor to concern rather than evidence.

At Park Avenue Capital, our role is to let evidence determine allocation — not anxiety, not headlines, and not the memory of 2000. Staying disciplined through volatility is not passive. It is the deliberate, considered work of sophisticated Financial Planning and Behavioral Investment Coaching.

The discipline is to stop counting passes long enough to see what is actually in the room.

Read our latest market commentary: http://spr.ly/6186BEBgsQ

06/01/2026

The hottest IPOs in the market are often sold as rare, must‑have opportunities.

What’s frequently overlooked is how exposure to innovation actually enters portfolios. An investor may already participate in the growth of companies like OpenAI, Anthropic, and other private innovators through existing public‑market relationships — via companies that fund, partner with, and commercialize their technology.

This type of exposure can come with meaningful advantages: daily liquidity, transparent pricing, low costs, and no lockups or forced holding periods.

Is your portfolio built to capture long‑term innovation — without chasing complexity or hype?

Explore our perspective on IPOs, indexing, and planning‑first investing: http://spr.ly/6182B8VHQC

05/27/2026

There’s no question that companies like OpenAI, SpaceX, and Anthropic are extraordinary businesses shaping the future of the global economy.

But successful investing requires separating business innovation from asset pricing. History consistently shows that IPOs, on average, have underperformed simple, diversified equity exposure — often while carrying higher volatility and greater behavioral risk.

IPO performance isn’t about the quality of the companies. It is instead about valuation, timing, and the cost of manufactured scarcity.

Read our latest market commentary on IPOs, scarcity, and long‑term investing discipline: http://spr.ly/6189B8pAxZ

05/14/2026

For many successful families, wealth is built through one company, one investment, or one long‑held position.

While that success is worth celebrating, over‑concentration can quietly increase risk, particularly as portfolios grow more complex and tax considerations become more significant.

Many families find themselves thinking, “I’ve done well, and I don’t want to make a mistake.” As a result, unwinding concentrated stock positions can feel daunting. But thoughtful planning isn’t about disrupting success. It’s about protecting it, while creating flexibility for what comes next.

Explore how concentrated stock planning can fit into a broader, coordinated wealth strategy:
http://spr.ly/6181BBtS5T

Address

1111 Military Cutoff
Hudson, NY
28405

Telephone

+15188229576

Website

http://www.johnejacobs.com/

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