
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...


Jacob Longinette strives to help his clients in any way he can. He always knew he wanted an opportunity to help others with his career, and he is passionately driven to provide world-class client service.
Jacob joined the Koeneman Glenn Team in 2020 as a Client Service Manager after graduating from The University of Alabama with a B.S. in both Finance and Economics. At UA, Jacob was involved in several finance organizations which sparked his interest in wealth management. Also, he is an aspiring entrepreneur, having completed a startup program through UA.
Jacob collaborates with Advisors and Partners to develop tailored investment strategies and manages various client requests, ensuring seamless client service and satisfaction.
Jacob enjoys traveling, weight training, racquet sports, and cheering on the Alabama Crimson Tide, the Buffalo Bills, and all St. Louis sports. He embraces a variety of volunteering and community involvement opportunities and is also an alumnus of St. Louis University High.
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April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...