Skip to main content
menu

937-335-7700            New Clients  Schedule a Meeting 

  • Who We Are
    • Our Story
    • Our Values
    • Our Team
  • What We Do
    • Investment Management
    • Retirement Planning
    • Long-Term Care Planning
  • FAQ
  • Resources
    • Blog
    • Educational Videos
    • Financial Calculators
    • Useful Links
  • Contact
  • Client logins

Blog

A brain surrounded by circles representing brain waves
Jon Coomer | Feb 27, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Jon Coomer | Feb 13, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Jon Coomer | Feb 1, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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.
Jon Coomer | Jan 23, 2024

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
Jon Coomer | Jan 17, 2024

2024 Retirement Plan Contribution Limits

Education
IRS
Financial Planning
2024 Retirement Plan Contribution Limits
Read More
Parent reading a book to their newborn child
Jon Coomer | Jan 16, 2024

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
Man sitting on a park bench and working on a laptop
Jon Coomer | Jan 9, 2024

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Toddler standing at the bottom of a stone staircase
Jon Coomer | Jan 2, 2024

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Close up portrait of child giving two thumbs up
Jon Coomer | Dec 26, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

Read More
Two elderly people sitting on a bench looking at the sea
Jon Coomer | Dec 19, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
Two people at work high fiving at a desk
Jon Coomer | Dec 12, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
Read More
Man sitting on bench in park
Jon Coomer | Dec 5, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More

Pagination

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

Office

Troy Office
322 W Main St
Troy OH 45373

 

Greenville Office
6317 US 36
Greenville, OH 45331

 

Versailles Office
23 N Center St
Versailles, OH 45380

Contact Info

P: 937-335-7700
F: 937-335-7703

jon@joncoomer.com

 

       

Schedule a Meeting 

Get in Touch

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.
Member FINRA & SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Jon Coomer Investment Management are not affiliated.

Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Cambridge’s Form CRS (Customer Relationship Summary)

 

© 2025 Jon Coomer Investment Management All rights reserved.