Jacob William Advisory

💡Did you know? Stock market performance tends to follow a pattern under re-elected presidents. Year One and Two are typically stronger than under new administrations, and so far, this cycle is no exception. 2023 and 2024 have delivered gains as expected. While we never recommend investing based solely on historical cycles, the trends are undeniable—and something to keep in mind as we navigate the year ahead. Read more about it in our latest article: https://lnkd.in/e_EcxeES From our Family to Yours, we wish you a wonderful Thanksgiving! 🦃✨

When great minds think alike...and dress alike! The duo you didn’t know you needed: Owner & Employee Edition. 😄 #WhoWoreItBetter #UnplannedMatching

Guide to Managing Long-Term Care in Retirement For those caring for loved ones with dementia, preparation can make a huge difference. Here are a few key takeaways: - Start Planning Early: Knowing your options can ease the emotional and financial stress later on. - Build a Support Network: Involve family, friends, and professionals to share the responsibilities. - Prioritize Wellbeing: Taking care of yourself is essential to providing long-term support. Access the full guide for more tips on navigating dementia care during retirement. Let's prioritize compassionate and informed planning. Learn More Here : https://ow.ly/I7N050U4FaZ

🏡 Planning for the Future with Long-Term Care Insurance 🏡 Did you know that 7 out of 10 people will require long-term care at some point in their lives? If we’re not prepared, we might have to dip into hard-earned assets or rely on family to handle these costs, which range from $1,690 to $9,034 per month! Long-term care insurance offers a way to plan for the costs of care—allowing us to choose how and where we’d like to be cared for, whether that’s at home or in a facility. A good plan isn’t just financial; it’s a gift to our families, sparing them the emotional and financial burden. Is long-term care on your radar? 💭jac Learn more about how you can prepare here: https://ow.ly/JMP250TZSmv

📅 November Kicks Off the Strongest Months of the Year for Stocks! Historically, November through January is a powerful period for the stock market. In fact, November ranks as one of the best months, with a strong performance record – up 11 of the past 12 years. And it doesn’t stop there: the next six months have historically delivered solid gains, averaging 7.1% for the S&P 500. With market trends shifting into high gear, it’s a great time for investors to stay engaged and keep their eyes on long-term objectives. Learn more about how you stay ahead of the curve here: https://ow.ly/em0B50TZTge

👻 Spirits Were High This Halloween! 👻 Halloween at Jacob William Advisory was a total treat! Our team brought their costume creativity and showed off our spooky sides. Which costume is your favorite? Let us know in the comments! 🎃🕸️ #HalloweenRecap #TeamCulture

Navigating the Complexities of Retiring Abroad 🌅 From tax obligations to healthcare access, retiring abroad comes with unique challenges. Dive into this comprehensive guide to ensure you’re financially prepared and fully informed before making the leap. Your ideal retirement is possible – with the right planning! The start of your journey is just one click away : https://ow.ly/SABj50TWjnz

💡 Getting Ready for Retirement? Take These Essential Steps for a Smooth Transition Retirement planning is all about aligning your dreams with a smart strategy. Want to make the most of your golden years? This article has everything you need to commence planning a confident, financially secure retirement. Read More Here : https://ow.ly/mQ5V50TWiY7

With the election around the corner, volatility is a given. But did you know that election years historically favor market gains, especially under the current government structure? The S&P 500 is up over 20% this year, and history suggests this positive momentum could continue well into 2024. 🔍 Remember that while the election cycle is crucial, broader economic trends often carry more weight. Stay informed on market trends in our Weekly Market Commentary where we dive deeper into what this election could mean for you: https://ow.ly/i1Qj50TVRng

Learning for Your Dream Retirement ✨ Retiring abroad isn’t just a change of scenery—it’s an opportunity for personal growth and continuous learning. Whether it’s understanding taxes, securing healthcare, or navigating residency rules, getting informed is the first step to making this adventure a success. Discover the key financial tips and tricks every expat retiree needs to know in one of our latest article: https://ow.ly/SBBi50TVR6g