Cowan Financial Group

Celebrating Dee’s Retirement! After 23 years of dedication, we at Arch Global Advisors want to express our deepest gratitude to Dee Swenk for her incredible support and commitment. Her professionalism, organization, and positivity have made a lasting impact on our team and clients. Dee, we’ll miss you but wish you all the best in this next chapter. Enjoy a well-earned retirement! Join us in thanking Dee in the comments! #Retirement #ThankYou #ArchGlobalAdvisors #NewBeginnings

We are thrilled to announce the launch of our newly redesigned website for Cowan Financial Group! Our goal is to provide you with an enhanced, user-friendly experience that makes it easier than ever to access the financial services and resources you need. What’s New? ? A modern design with intuitive navigation ? Secure client login for personalized tools and insights ? Easy access to updates, resources, and contact information We invite you to explore the new site, www.cowanfg.com!

Today we honor the late President Jimmy Carter during a National Day of Mourning. President Carter was the 39th President of the United States from 1977-1981. In honor of him, the stock market is closed today. Markets will resume normal hours on Friday January 10th. #NationalDayofMourning

Merry Christmas from all of us at Arch Global Advisors! Wishing you and your loved ones a holiday season filled with joy, peace, and cherished moments. #MerryChristmas #Christmas

Arch Global Advisors’ 2 Weeks of Financial Insights for the Holiday Season! # 4: Maximize your IRA contributions before the year ends! Take advantage of the tax benefits of IRAs to boost your retirement savings. #RetriementPlanning #HolidayFinanceInsights #ArchGlobalAdvisors

Arch Global Advisors’ 2 Weeks of Financial Insights for the Holiday Season! # 2: As the year winds down, it’s a great time to review your portfolio and consider strategies that could help you minimize your tax liability—like tax loss harvesting. This approach lets you offset capital gains by selling investments at a loss, potentially reducing your tax bill while keeping your long-term financial goals on track. Reach out to learn more! #FinancialInsights #TaxPlanning #ArchGlobalAdvisors

Arch Global Advisors’ 2 Weeks of Financial Insights for the Holiday Season! # 3: Gift the future! A Uniform Transfers to Minors Act (UTMA) account could be the perfect gift. UTMA accounts allow you to transfer assets like cash, stocks, or even property to a minor—giving them a head start on their financial journey. Ready to set the foundation for generational wealth? Let’s chat! #FinancialInsights #SmartMoneyMoves #ArchGlobalAdvisors

It’s here—Arch Global Advisors’ 2 Weeks of Financial Insights for the Holiday Season has officially begun! We’re starting with a cornerstone of building wealth and achieving your goals: financial planning. Whether you’re setting short-term goals for 2024 or working toward your long-term dreams, a solid financial plan is essential for navigating life’s milestones with confidence. And the good news? You don’t have to do it alone! Here’s what we’re covering to help you get your financial plan on track: Goal Setting Made Simple: From saving for a dream vacation to funding your child’s education, we’ll help you define your financial priorities and create a roadmap to achieve them. Budgeting and Cash Flow Management: Understand where your money goes and make adjustments that help you save more, spend smarter, and invest wisely. Investment Strategy: A tailored investment plan can make all the difference. We’ll share insights on balancing risk and reward to align with your financial goals. Preparing for the Unexpected: Life is full of surprises—let’s make sure your financial plan is ready for them. From emergency funds to insurance, we’ve got you covered. At Arch Global Advisors, we’re here to help you take control of your financial journey, no matter where you are. Whether you’re starting fresh or fine-tuning your current plan, our team is ready to help you design a strategy tailored to your unique goals. Stay tuned for more valuable insights over the next two weeks, and let’s work together to make 2024 your most financially confident year yet! #HolidayFinanceInsights #FinancialPlanning #SmartMoneyMoves #ArchGlobalAdvisors

It’s that time of year again—Arch Global Advisors’ Annual 2 Weeks of Financial Insights for the Holiday Season is back! As we dive into the festive season, we’re here to make your holidays not just merry, but financially savvy too. Starting December 10th, we’ll be sharing daily tips and insights to help you navigate holiday spending, plan ahead, and set the foundation for a brighter financial future. Follow along and join us for two weeks packed with valuable advice from our team of experts. Let’s wrap up the year with confidence and start the new one on the right financial foot. Stay tuned—you won’t want to miss this! #HolidayFinanceInsights #SmartMoneyMoves #FestiveFinancialTips #ArchGlobalAdvisors

Great Event! Last night our team at Cowan Financial Group hosted a wonderful evening celebrating the holidays with our clients! Thank you to everyone who joined us - it was truly a special event filled with fun and festive cheer, as we reflected on the wonderful partnerships we’ve built. We wish you a Happy Holiday season and look forward to another exciting year to come! #ClientAppreciation #HolidayCelebration