Jon Cooley

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[Jon Cooley @joncooley1972]

As your clients review estate plans, there are some strategies and possible actions to consider before 2023 ends. https://t.co/j0zGk55jrn

[Jon Cooley @joncooley1972]

There is still time to take action to optimize retirement strategies before the year is over. Here are seven ideas to consider. https://t.co/qMoeb48md6

[Jon Cooley @joncooley1972]

As the year’s end approaches it’s an good time to review financial plans and consider strategies that may optimize tax efficiency. https://t.co/hAZaJF1pwm

[Jon Cooley @joncooley1972]

Your voice counts at the Putnam Funds Special Meeting of Shareholders. Please participate today! More details at https://t.co/pTXnOHCiJq

[Jon Cooley @joncooley1972]

Markets have changed dramatically in the decades since balanced strategies were created, but diversification still offers advantages. https://t.co/jRhMVkstHR

[Jon Cooley @joncooley1972]

We believe markets are adjusting to an economic outlook of sticky inflation versus a soft landing with declining inflation. https://t.co/80bNqpMebz

[Jon Cooley @joncooley1972]

There is still time to take advantage of tax-efficient planning strategies before the year is over. https://t.co/7xZtVUSY4s

[Jon Cooley @joncooley1972]

Learn how changes to some key figures for Social Security and Medicare in 2024 may impact financial planning. https://t.co/ywyeYxnRHM

[Jon Cooley @joncooley1972]

It’s year-end planning season. Join our webinar where we’ll count down the top considerations for your clients as 2023 edges toward a close. https://t.co/bwHHzplPLa

[Jon Cooley @joncooley1972]

In our view, there are cyclical and structural factors indicating inflation may not fall to 2% without a recession. https://t.co/P3yfwPmhIT

[Jon Cooley @joncooley1972]

Mexico is now the U.S.’s leading exporter. Our boots-on-the ground and fundamental research suggests nearshoring trends have potential to drive economic growth in Mexico. https://t.co/bmGEVKSwfB

[Jon Cooley @joncooley1972]

Medicare open enrollment has begun. Learn more about options that may save your clients money and help them to optimize benefits. https://t.co/zFBD1tSQVX

[Jon Cooley @joncooley1972]

Our outlook as we round out the year: Valuations can provide signals about long-term stock and bond returns.

[Jon Cooley @joncooley1972]

In the emerging markets space, we believe an ex-China strategy could be a valuable addition to portfolios.

[Jon Cooley @joncooley1972]

Here are several examples of how the SECURE Act’s 10-year rule for retirement accounts works.

[Jon Cooley @joncooley1972]

The crisis at China's largest property developer has sparked fears about the country's real estate problems and potential ripple effects. https://t.co/Po60apidaL

[Jon Cooley @joncooley1972]

Knowing where to find key documents and identify a family member’s wishes may help heirs in difficult times. Consider this guide. https://t.co/Ad5I0an4fE

[Jon Cooley @joncooley1972]

Learn where our managers are finding value opportunities across U.S. equity markets and how a managed account strategy could be part of a diversified portfolio. https://t.co/PqBhoLDYk5

[Jon Cooley @joncooley1972]

With today’s high prevailing mortgage interest rates, homebuyers may want to consider an intrafamily loan. https://t.co/GNvX1dXUFM

[Jon Cooley @joncooley1972]

We take a look at the likely path of the Fed’s quantitative tightening in the years ahead and its impact on financial market liquidity, the anchor of asset values. https://t.co/Lp2HQnSyMT