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

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
Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Gary Cowles | Nov 21, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More
Gary Cowles | Nov 14, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
Read More
A row of houses along a canal
Gary Cowles | Nov 7, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Gary Cowles | Oct 31, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More
Gary Cowles | Oct 26, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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.