Skip to main content
menu
  • Home
  • About
    • Our Process and Approach
    • Meet The Cowles Group
  • Services for Individuals
    • Investment Management
    • Retirement Planning
    • Financial and Estate Planning
  • Services For Companies
    • Non-Qualified Executive Benefit Plans
    • Qualified Retirement Plans
  • Resources
  • Contact

Blog

A calculator and a pen on top of a graph
Gary Cowles | Feb 13, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Hand holding a large bundle of balloons
Gary Cowles | Feb 6, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Man sitting on a park bench and working on a laptop
Gary Cowles | Jan 30, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Parent reading a book to their newborn child
Gary Cowles | Jan 23, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Gary Cowles | Jan 16, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Hand holding a page with several charts on it
Gary Cowles | Jan 9, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Gary Cowles | Jan 2, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Gary Cowles | Dec 26, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Gary Cowles | Dec 19, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
A black and white image of a couple laughing
Gary Cowles | Dec 12, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
Hand holding a bill with a red "Past Due" stamp on it
Gary Cowles | Dec 5, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
Gary Cowles | Nov 28, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Current page 7
  • Page 8
  • Next page Next ›
  • Last page Last »

Contact

gary.cowles@the-cowles-group.com
Phone: 978-999-5461
Fax: 603-965-4539

Location

124 Main Street, Unit 2
Rockport, MA 01966

Quicklinks

Contact
Team
Resources

Company Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC to residents of NH, MA, ME, NY, NC, LA, RI & IN.  Investment Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. The Cowles Group and Cambridge are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

© 2025 The Cowles Group. All rights reserved.