Thomas Glenn Cooper, CFP

09/03/2026

Is “Buy Now, Pay Later” (BNPL) hiding consumer debt? Credit card debt is at an all-time high (but historically low as a percentage of consumer income), but an evaluation of consumer exposure to the BNPL space suggests that it offers a very modest level of additional burden. Read more in this report from the Ameriprise Investment Research Group.

09/02/2026

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.

08/31/2026

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

One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions. This article takes a closer look at the latest tariff developments and provides useful context on what they may mean for the economy, markets and long-term investors.

Why today’s tariffs may have more staying power.

08/24/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

08/21/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

08/19/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/17/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

08/14/2026

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

08/12/2026

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.