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Cody & Associates

Cody & Associates

Offering Financial Certainty In An Uncertain World

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Cody and Associates

September 3, 2021

Published Article About Inflation

https://conventionofstates.com/news/tennessee-volunteer-voice … [Read more...] about Published Article About Inflation

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August 28, 2021

Inflation: Warning! The Bridge Is Out Up Ahead!

This is an article I wrote for the Tennessee Convention of States.  I'll post the published version once it's available. For months, we have been in one of the world’s great pandemics.  And while it has been tragic to many families and has affected all of our lives at some capacity, Covid will … [Read more...] about Inflation: Warning! The Bridge Is Out Up Ahead!

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September 28, 2020

When the Fed Talks Inflation, Bond Investors Listen What the Fed’s new policy may mean for you.

Most recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting short-term rates when inflation approached 2 percent. But in light of 2020’s many challenges, the Fed’s new policy may … [Read more...] about When the Fed Talks Inflation, Bond Investors Listen What the Fed’s new policy may mean for you.

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June 10, 2020

Who Is Your Trusted Contact?

Provided by Jeff Cody Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is encouraged. The request is made with your best interest in mind … [Read more...] about Who Is Your Trusted Contact?

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May 28, 2020

Making a Charitable Contribution

Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating appreciated securities to a tax-exempt charity may allow you to manage your taxes and benefit the … [Read more...] about Making a Charitable Contribution

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May 20, 2020

The Pros and Cons of Early Retirement Plan Rollovers

Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do this while you are still working for your current employer – without any withholding or early withdrawal … [Read more...] about The Pros and Cons of Early Retirement Plan Rollovers

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May 11, 2020

May Is Disability Insurance Awareness Month

Provided by Jeff Cody   Did you know that May is Disability Insurance Awareness Month? First started in 2007, the month of May was the first time that information about disability insurance became more easily accessible to millions of Americans. Recently, Disability Insurance Awareness Month … [Read more...] about May Is Disability Insurance Awareness Month

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May 10, 2020

A Stock Market Lesson To Remember

Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market, settled at 2,237.40 on March 23, … [Read more...] about A Stock Market Lesson To Remember

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Recent Posts

  • Published Article About Inflation
  • Inflation: Warning! The Bridge Is Out Up Ahead!
  • When the Fed Talks Inflation, Bond Investors Listen What the Fed’s new policy may mean for you.
  • Who Is Your Trusted Contact?
  • Making a Charitable Contribution

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(855) 383-2639

Jeff Cody, LUTCF, FSS
Jeff Cody & Associates

Serving clients throughout
the United States and the U.S. Virgin Islands

Investment Advisor Services Offered Through First Advisors National
[READ FIRM BROCHURE]

Copyright 2020 Cody & Associates • Cody and Associates is a financial services company that specializes in asset protection and retirement income products and services. Jeffrey A. Cody is the principal owner of Jeff Cody and Associates and only offers insurance products and services in states where licensed to do so. Investment advisory services are offered through First Advisors National, LLC ("FAN Advisors"). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Jeffrey A. Cody is an investment advisor representative of FAN Advisors and is registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services, FAN Advisors and Jeff Cody and Associates are independently owned and operated. [READ DISCLOSURES]
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