Jon Cooley

As your clients review estate plans, there are some strategies and possible actions to consider before 2023 ends. bit.ly/3t3lG5X

There is still time to take action to optimize retirement strategies before the year is over. Here are seven ideas to consider. bit.ly/3MVj54R

As the year’s end approaches it’s an good time to review financial plans and consider strategies that may optimize tax efficiency. bit.ly/3R2hhcN

Your voice counts at the Putnam Funds Special Meeting of Shareholders. Please participate today! More details at bit.ly/3FZGpu4

Markets have changed dramatically in the decades since balanced strategies were created, but diversification still offers advantages. bit.ly/49yRy2T

We believe markets are adjusting to an economic outlook of sticky inflation versus a soft landing with declining inflation. bit.ly/3QPnWH4

There is still time to take advantage of tax-efficient planning strategies before the year is over. bit.ly/3FQ0uTJ

Learn how changes to some key figures for Social Security and Medicare in 2024 may impact financial planning. bit.ly/3u1wrWD

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. bit.ly/3MoPsZk

In our view, there are cyclical and structural factors indicating inflation may not fall to 2% without a recession. bit.ly/40lUbR6

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. bit.ly/497qPdq

Medicare open enrollment has begun. Learn more about options that may save your clients money and help them to optimize benefits. bit.ly/45Pp2Xs

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

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

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

The crisis at China's largest property developer has sparked fears about the country's real estate problems and potential ripple effects. bit.ly/3Q6YL2m

Knowing where to find key documents and identify a family member’s wishes may help heirs in difficult times. Consider this guide. bit.ly/3RHm442

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. bit.ly/3tg006w

With today’s high prevailing mortgage interest rates, homebuyers may want to consider an intrafamily loan. bit.ly/3LDqKE6

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. bit.ly/3rq70wY