PODCAST · business
The Week Ahead
by Jacob Woodrum, CFA, CFP
A new weekly update from Jacob Woodrum, created specifically for current clients, offering insight into what to expect in the markets in the coming week.
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3
4.29.26
Markets are hitting highs, but the real story isn’t in the headlines. This week, we’re breaking down the structural shifts that actually matter for your portfolio.Hobart Wealth is a DBA of Hobart Private Capital, LLC. Investment advisory services offered through Hobart Private Capital, LLC, an SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Hobart Private Capital and its affiliates are not certified tax or legal advisors. This information is for illustration purposes only and does not represent or depict any actual performance of portfolios managed by Hobart Wealth. It is not intended to provide any investment advice or provide the basis for any investment decisions. Investing in securities involves risk, including potential loss of principal. Some investments are illiquid in nature, complex, and available to only specific investor classifications. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The specific tax consequences of any investment or strategy will depend on your specific tax situation. See https://adviserinfo.sec.gov/firm/summary/168494 for more information on the risks associated with our services.
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2
4.15.26
There’s a lot to take in right now, but not all of it deserves a reaction. This week is a good opportunity to zoom out and refocus on what actually drives long-term outcomes. Let’s sort through what matters… and what may just be short-term noise.Hobart Wealth is a DBA of Hobart Private Capital, LLC. Investment advisory services offered through Hobart Private Capital, LLC, an SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Hobart Private Capital and its affiliates are not certified tax or legal advisors. This information is for illustration purposes only and does not represent or depict any actual performance of portfolios managed by Hobart Wealth. It is not intended to provide any investment advice or provide the basis for any investment decisions. Investing in securities involves risk, including potential loss of principal. Some investments are illiquid in nature, complex, and available to only specific investor classifications. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The specific tax consequences of any investment or strategy will depend on your specific tax situation. See https://adviserinfo.sec.gov/firm/summary/168494 for more information on the risks associated with our services.
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1
4.1.26
Markets are pulling back - but this isn’t about panic, it’s about what’s changing underneath the surface. This week, we break down the real signals driving the shift and what disciplined investors should be focused on right now.Hobart Wealth is a DBA of Hobart Private Capital, LLC. Investment advisory services offered through Hobart Private Capital, LLC, an SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Hobart Private Capital and its affiliates are not certified tax or legal advisors. This information is for illustration purposes only and does not represent or depict any actual performance of portfolios managed by Hobart Wealth. It is not intended to provide any investment advice or provide the basis for any investment decisions. Investing in securities involves risk, including potential loss of principal. Some investments are illiquid in nature, complex, and available to only specific investor classifications. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The specific tax consequences of any investment or strategy will depend on your specific tax situation. See https://adviserinfo.sec.gov/firm/summary/168494 for more information on the risks associated with our services.
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0
3.18.26
Welcome to "The Week Ahead." A new bi-weekly update from Jacob Woodrum, created specifically for current clients, offering insight into what to expect in the markets in the coming week.Hobart Wealth is a DBA of Hobart Private Capital, LLC. Investment advisory services offered through Hobart Private Capital, LLC, an SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Hobart Private Capital and its affiliates are not certified tax or legal advisors. This information is for illustration purposes only and does not represent or depict any actual performance of portfolios managed by Hobart Wealth. It is not intended to provide any investment advice or provide the basis for any investment decisions. Investing in securities involves risk, including potential loss of principal. Some investments are illiquid in nature, complex, and available to only specific investor classifications. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The specific tax consequences of any investment or strategy will depend on your specific tax situation. See https://adviserinfo.sec.gov/firm/summary/168494 for more information on the risks associated with our services.Hobart Wealth is a DBA of Hobart Private Capital, LLC. Investment advisory services offered through Hobart Private Capital, LLC, an SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Hobart Private Capital and its affiliates are not certified tax or legal advisors. This information is for illustration purposes only and does not represent or depict any actual performance of portfolios managed by Hobart Wealth. It is not intended to provide any investment advice or provide the basis for any investment decisions. Investing in securities involves risk, including potential loss of principal. Some investments are illiquid in nature, complex, and available to only specific investor classifications. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The specific tax consequences of any investment or strategy will depend on your specific tax situation. See https://adviserinfo.sec.gov/firm/summary/168494 for more information on the risks associated with our services.
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-1
3.11.26
Welcome to "The Week Ahead." A new weekly update from Jacob Woodrum, created specifically for current clients, offering insight into what to expect in the markets in the coming week.Hobart Wealth is a DBA of Hobart Private Capital, LLC. Investment advisory services offered through Hobart Private Capital, LLC, an SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Hobart Private Capital and its affiliates are not certified tax or legal advisors. This information is for illustration purposes only and does not represent or depict any actual performance of portfolios managed by Hobart Wealth. It is not intended to provide any investment advice or provide the basis for any investment decisions. Investing in securities involves risk, including potential loss of principal. Some investments are illiquid in nature, complex, and available to only specific investor classifications. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The specific tax consequences of any investment or strategy will depend on your specific tax situation. See https://adviserinfo.sec.gov/firm/summary/168494 for more information on the risks associated with our services.
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