Jacob Cooley, CPA, Financial Advisor

09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

09/01/2026

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold.

Today's environment may offer opportunities to earn income, put excess cash to work and strengthen portfolio diversification. Rather than waiting for rates to fall, now may be a good time to review whether your investments are aligned with your long-term goals.

4 strategies to consider for your portfolio.

08/28/2026

Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires careful decision-making. Let’s connect if you’d like to discuss.

Read our fixed income midyear outlook.

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/26/2026

As we enter the second half of 2026, strong earnings, AI innovation and a resilient economy continue to support markets. But with expectations running high, investors may face more volatility in the months ahead. Let’s connect if you’d like to discuss risks and potential opportunities in this changing environment.

Find out why markets may need to clear a higher bar in the back half of the year.

08/24/2026

The economy is showing resilience, but risks remain. Let’s connect if you’d like to discuss how the evolving economic landscape may affect your personal portfolio.

4 economic forces driving growth — and 4 risks to watch.

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/20/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

08/18/2026

Smart investing includes smart allocation. Learn what asset allocation is - and how it can influence results in this video from Ameriprise Financial.

08/14/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.