Jacob Gold & Associates, Inc. is a private wealth management firm located in Scottsdale, Arizona. Since 2001, Jacob and his team have delivered process-driven strategies to help create tailored financial solutions for high net worth individuals, affluent families, and corporations.
We have a respect for both the emotional and the economic aspects of wealth. Starting with the “Why” of your ultimate financial goal, we want to understand your life’s dreams and why they are important to you. Then we determine the “what” and the “how” of getting you there with a custom plan.
From regular one-on-one meetings, investment conferences, weekly newsletters and ongoing media outreach, Jacob Gold & Associates, Inc. helps navigate clients through the ever - changing financial markets.Through active money management and proper financial education, investors can have an appropriate and realistic view of their current and future financial situation. Helping you attain financial literacy and financial independence is our priority.
Read Jacob Gold's
Huffington Post Column
Reuters, October 2013 issue.
Stern Advice - Till Death (Not Retirement) Do Us Part
Money Magazine, February, 2013 issue.
Rebuild Your Nest Egg After a Divorce
Investment Advisor Magazine, December 2010 issue.
Money Magazine, October 2010 issue.
Bust Through Retirement Roadblocks
Arizona Business Magazine, September 29, 2010.
TIME Magazine, July 1, 2010.
Financial Advisers, Losing Clients, Revamp Strategies
The Associated Press, May 8, 2010.
Late gain ends volatile week for stock market
The Wall Street Journal, December 8, 2009.
Funding Good Causes
TIME Magazine, October 16, 2009.
Jobless Entrepreneurs Face Tax Minefields
The Wall Street Journal, September 2, 2009.
Stop Me Before I Spend
U.S News & World Report, August 10, 2009.
Should you Carry a Mortgage into Retirement?
Jacob Gold appears on CNBC on May 6, 2011 to discuss Tactical Asset Allocation
On August 5, 2010, Jacob Gold appeared on television network CNBC to explain the pros and cons to Unit Investment Trusts.
Jacob Gold appears on Fox Business on May 22, 2010 to discuss how the European Union can impact our currency and economy.
Jacob Gold appears on Fox Business on May 22, 2010. Jacob takes a call and anwsers how an investor can reduce their equity risk when they are already diversified?
Jacob Gold appears on Fox Business on May 22, 2010. A caller asks Jacob if now is a good to re-finance given that interests rates are so low.
Jacob Gold appears on KTVK TV on May 7, 2010. On 5-6-2010 the DJIA dropped over 700 points in a matter of minutes. Watch and find out why.
Jacob Gold appears on Fox 10 on May 6, 2010 to discuss the day’s market volatility.
On April 17th Jacob Gold is a guest panelist for FOX Business Network. A caller asks Jacob how to reduce the tax liability of an IRA distributiion.
While on Fox Business 4/17/2010, Jacob Gold was aksed by a caller how he should eliminate his credit card debt. Jacob’s anwser was simple, there is no magic wand.
On 4/18/2010, Tony from California asks if he can retire on $1,000,000. Jacob Gold addresses the issue and cautions about the negative affects of inflation over time. Fox Business Network
Jacob Gold appears on FOX Business on 2/27/2010. He gives advice to a caller about paying down their home equity line of credit.
Jacob Gold talks about estate planning techniques on Fox Business
Jacob Gold discusses new credit card reform of February 2010
Fox Business caller is nervous about his various bond holdings. 2/13/2010
Jacob Gold talks with a caller about the stock market and how he should diversify his assets. There is no perfect investment, all have pros and cons. Jacob explains asset allocation with stocks, bonds and cash on Fox Business. 2/13/2010.
Whether it is eliminating your credit card debt, flipping homes, buying gold or weight loss programs, be leery of late night infomercials.
Many people have more choices than they originally thought when it comes to designing your pension payout. Jacob Gold talks about one strategy some retirees use. Fox Business 2/13/2010.
Fox Business introduces Certified Financial Planner, Jacob Gold
Jacob Gold anwsers a callers question about what they should do with $70,000 in cash at the bank.
Jacob Gold was interviewed by FOX Business on 9/26/2009 about the Roth IRA.
Jacob Gold speaks to Fox Business about all the terrible consumer scams that people get hurt by. Aired 9/12/2009
Jacob Gold shares his opinions to FOX Business on how much cash you should have.
Jacob Gold talks about the right time to invest for your future.
Jacob Gold shares his opinions with FOX Business about consumer Debt. aired 10-24-2009
Jacob Gold discusses with FOX Business whether someone should pay off their mortgage before they retire or not. 10-24-2009
Fox Business asks Jacob Gold about the hype of the ETF world and if someone should consider both passive and active portfolios. 10-24-2009
On November 24th, 2009, Jacob Gold talks with the FOX Business network about the advantages of maxing out your Roth IRA.
Jacob Gold appeared on the FOX Business network on November 24, 2009 to discuss proper retirement planning.
Jacob Gold appeared on the FOX Business network and discussed the pros and cons to the Roth IRA Conversion Act of 2010. Aired 10-24-2009
Jacob Gold takes a call from Fox Business surrounding whether someone should take an inheritance and pay off their debt or invest it.
Jacob Gold on Investing vs. Paying off debt
Jacob Gold interviewed about on paying OFF your mortgage
Jacob Gold gives advice to a caller who has $120,000 in credit card debt.
Jacob Gold on Fox Business discussing paying down your mortgage
A caller is highly concentrated in one stock and is looking for advice on how to diversify.
Jacob Gold on FOX Business 12.12.2009 Part 3
Jacob Gold, CFP is interviewed by FOX Business on 12.12.2009. Part 2
Jacob Gold, CFP talks about Managing your credit.
Part 4 of a 4 part interview.
Jacob Gold is interviewed by FOX on the new 2009 Credit Card Reform.
After the release of his first book, Jacob Gold talks about the economy, stock market and retirement planning. Part 3.
After the release of his first book, Jacob Gold talks about the economy, stock market and retirement planning. Part 2.
After the release of his first book, Jacob Gold talks about the economy, stock market and retirement planning.
Jacob Gold is interviewed about the DJIA reaching 10,000 for the first time since "The Great Recession". Aired 10/14/2009.
Jacob Gold is against employers allowing employees to borrow against their 401-k using a debt visa card.
Jacob Gold advocates the implentation of a Roth 401-K at employers. Comments and recommendations today would differ from the recorded interviews.
Jacob Gold, Certified Financial Planner on CNBC
DISCLAIMERThe views are those of Jacob Gold
and are not necessarily the views of Voya Financial Advisors. They should not be
construed as individual investment advice. All information is believed to be
from reliable sources; however, we make no representation as to its completeness
or accuracy. All economic and performance information is historical and not
indicative of future results. For further information, please call Jacob at
Click on the videos above to get to know our process.