Jake Cote: Financial Advisor

Experience financial planning and investing right where you bank. The advisors at Bremer Investment Services provide financial planning and investment portfolio services through, and are registered representatives of, Raymond James Financial Services – one of the nation’s leading investment management firms. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank or credit union insurance, the FDIC, the NCUA or any other government agency, are not deposits or obligations of the bank or credit union, and are subject to risks, including the possible loss of principal. Bremer Bank and Bremer Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see this link: http://raymondjames.com/smicd.htm

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Raymond James | BUSINESS DIMENSIONS

Learn how trusts can lessen taxes in a business sale, how life insurance is so much more than a death benefit and ways to establish a virtual moat to shield personal assets from business creditors.

raymondjames.com An estimated $30 billion to $40 billion in wealth is set to transfer from baby boomers to their heirs or favorite charities. This includes wealth tied up in a family business. As you plan for the future of your business, you may earmark the proceeds from the sale of the business to support your life...

raymondjames.com

Again, the World Looks to Italy

European Strategist Chris Bailey discusses Italian politics and the euro's recent drop.

raymondjames.com European Strategist Chris Bailey discusses Italian politics and the euro's recent drop.

raymondjames.com

May, Moderation and Manufacturing

Raymond James strategists provide insight into current market conditions and weigh in on the outlook for the economy in the May recap:

raymondjames.com The S&P 500, Dow and NASDAQ indices ended May in positive territory, although the Dow has slipped into the red year to date as we begin June.

oppenheimerfunds.com

Bad News Is Good News for Eurozone Stocks

OppenheimerFunds believes bad economic news often brings good results for Eurozone stocks. What does it mean for investors today?

oppenheimerfunds.com Learn what extremely negative economic surprises mean for European equities, and why we think they should keep outperforming.

raymondjames.com

10 Common Scams and How to Avoid Them

Are you aware of the latest medical scam or homeowner scam? Here's a list of common scams to be wary of and tips to protect you and your loved ones.

raymondjames.com Familiarize yourself with these common swindles, often targeting retirees.

raymondjames.com

Tech Trends for At-Home Seniors

Are you familiar with the GrandPad tablet? Read the latest tech trends for at-home seniors:

raymondjames.com Advances in digital home technologies can help retirees maintain healthier, happier lives as they grow older.

raymondjames.com

Drill Capital

Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut.

raymondjames.com Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut.

raymondjames.com

Trade War on Hold – At Least for Now

Washington policy analyst Ed Mills discusses the latest trade negotiations between the U.S. and China.

raymondjames.com Washington policy analyst Ed Mills discusses the latest trade negotiations between the U.S. and China.

raymondjames.com

Why Affluent Investors Turn to Bonds [VIDEO]

Listen to Ted Ruddock, Head of High Net Worth, Fixed Income Services, discuss why some investors are starting to rebalance portfolios.

raymondjames.com Even given the new, lower tax brackets, Ted Ruddock, Head of High Net Worth, Fixed Income Services, sees wealthy investors allocating to municipals.

raymondjames.com

Rise of the Senior Move Manager

More people are discovering a relatively new industry that helps retirees downsize.

raymondjames.com More people are discovering a relatively new industry that helps retirees downsize.

In observance of Memorial Day, we will be closed Monday, May 28th.

ivyinvestments.com

Plant soybeans or corn?

It’s spring which means it’s time to start your garden… but with a trade war with China potentially looming, what should crops should farmers plant?

ivyinvestments.com Planting season, a critical time for farmers, just became more nerve-wracking for U.S. growers of soybeans and corn, reports Bloomberg. In a move that caught many in U.S. agriculture by surprise, China, on April 4, announced planned tariffs on American shipments of the two crops.

raymondjames.com

Trust in Your Business's Future

These tools and strategies can help ease the impact of taxes when planning for the future of your business.

raymondjames.com As you plan for the future of your business, tools and strategies exist to help ease the impact of taxes.

raymondjames.com

Caregiver Connections

Did you know that 80% of those providing long-term care in the U.S. are not healthcare professionals? Read more about the importance of a caregiver community for support and encouragement.

raymondjames.com Whether in-person or online, connections fostered among caregivers provide long-range benefits.

raymondjames.com

With Yields at 3%, Where Do Rates Go from Here? [VIDEO]

How are higher Treasury rates impacting investor behavior? Ted Ruddock, Head of High Net Worth, Fixed Income Services, explains in this latest video:

raymondjames.com Ted Ruddock, Head of High Net Worth, Fixed Income Services, explains how higher Treasury rates are impacting investor behavior.

raymondjames.com

"Tapping the Brakes" with Rate Increases [VIDEO]

How will the Fed be raising interest rates? Watch Chief Economist, Scott Brown, discuss rates and the economy in his latest video:

raymondjames.com Chief Economist Scott Brown walks through what he thinks investors will see from the Federal Reserve in the coming months.

raymondjames.com

Despite Solid Earnings, Poor Reactions Prevalent

Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, provides insight into the market's lackluster response to a so-far strong first quarter.

raymondjames.com Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, notes the market's lackluster response to a so-far very strong first quarter.

raymondjames.com

A Brighter Financial Future

Did you know that over 40% of new college students don’t feel prepared to manage their money? Use these tips when discussing finances with your kids or grandkids:

raymondjames.com Consider talking to your kids or grandkids sooner, rather than later, about basic financial management.

raymondjames.com

The Realities of Remarriage

if you’re contemplating getting remarried, there are questions you need to ask – and answer – to help your new marriage withstand some common financial pitfalls.

raymondjames.com A new union can and should change your financial picture.

bic.financial-planning.com

Top program managers in the bank channel

Great to be considered among the best in the industry. Congratulations Steve and the Bremer Investment Services Team.

https://bic.financial-planning.com/slideshow/top-program-managers-in-the-bank-channel#slide-26

bic.financial-planning.com It's been a tough year for bank wealth management, but these bosses kept their advisors on track and boosted business along the way.

raymondjames.com

Protecting Your Social Security Payout

Social Security payments for a disabled senior require diligent planning. Learn how you can ensure your loved one’s, or your own, future is secure. 

raymondjames.com To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.

raymondjames.com

April Overview: Running in Place

Heading into May, markets will likely see even more back-and-forth action as interest rates rise, though earnings could provide a boost.

raymondjames.com Heading into May, markets will likely see even more back-and-forth action as interest rates rise, though earnings could provide a boost.

raymondjames.com

Planning for Social Security [VIDEO]

How important is Social Security in retirement? Listen to Kevin McGarry of Nationwide Retirement Institute as he discusses the role of Social Security in your overall retirement income plan.

raymondjames.com Kevin McGarry of Nationwide Retirement Institute answers some of the most common questions about Social Security.

raymondjames.com

Should You Consider a Pet Trust?

You’ve carefully crafted an estate plan that will provide for your loved ones – now, consider whether a trust for your animal companion fits in as a piece of that larger plan.

raymondjames.com The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires.

raymondjames.com

Five Considerations for Your Social Security Strategy

Read these tips before making any important decisions regarding Social Security benefits:

raymondjames.com As you prepare to start claiming benefits, be sure to ask yourself these questions.

Raymond James Chief Economist Scott Brown recaps economic activity in the Weekly Market Snapshot http://goo.gl/Y9EBu .

Read the latest stats on caretakers in the Sandwich Generation: https://go.rjf.com/2IsCeqZ .

raymondjames.com

The Art of Giving

Read these tips if you're considering donating valuables to family members or charities:

raymondjames.com Thinking about donating your beloved collection of cars, art, antiques or jewelry? Keep these considerations in mind.

raymondjames.com

Nine to Five, Beyond 65

Is working in retirement the new norm? Find out why more and more retirees are continuing to work in their golden years:

raymondjames.com Why more and more retirees aren’t actually leaving the workplace

marketwatch.com

How to make money off the treasures you find during spring cleaning

Two ways to win: less stuff in the house, more money in the wallet.

marketwatch.com Two ways to win: less stuff in the house, more money in the wallet.

Check out the new edition of Investment Strategy Quarterly from the Investment Strategy Committee https://go.rjf.com/2fQ7AM7 .

oppenheimerfunds.com

Senior Loans May Be Attractive When Rates Rise

With an interest rate hike a real possibility thanks to inflation fears, here's why senior loans may be the ideal complement to a well-rounded fixed income portfolio:

oppenheimerfunds.com Learn why we believe the floating rate coupons paid by senior loans may make them an attractive investment during periods of rising rates.

raymondjames.com

Achieving a Better Life Experience

Did you know there are tax-advantaged savings accounts for individuals with disabilities and their families? Learn more about the ABLE Act and ABLE accounts:

raymondjames.com An introduction to the ABLE Act and ABLE accounts – how they work and why they're important.

It's wise to remain calm in times of volatility: https://go.rjf.com/2nQBHas .

When the markets are volatile, stay calm. Consider a broader historical perspective before changing your course: https://go.rjf.com/2shBzFA .

The markets reacted, but you don't need to: https://go.rjf.com/2pxPrXD .

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Doors

Whatever they went through, they went through together.

Planning and advice should go well beyond simple asset allocation. A Raymond James financial advisor can review your entire life and help manage the complexi...

raymondjames.com

Secular Bull Markets Don't Die of Old Age [VIDEO]

Watch Chief Investment Strategist Jeff Saut discuss the current market conditions in this latest video:

raymondjames.com Chief Investment Strategist Jeff Saut foresees no dramatic turnaround in the current bull market conditions.

raymondjames.com

Studying Abroad with 529 Plans

Learn how a 529 Plan can help college students study abroad:

raymondjames.com Consider whether this savings account can help cover your international education costs.

raymondjames.com

Strategies for Paying an Unexpected Tax Bill

Do you need to pay an unexpected tax bill? Review these strategies to pay your bill while keeping your financial plan undisturbed and on track.

raymondjames.com If you're surprised by a tax bill, consider ways to pay without interrupting your financial plan.

raymondjames.com

Three Ideas for When the IRS Owes You

Are you receiving a tax refund this year? Consider these ideas for making the most of it:

raymondjames.com Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.

raymondjames.com

Laying the Groundwork for Tax Season

As Americans prepare to file their returns, let’s take a look at what we should be thinking about for tax season and beyond.

raymondjames.com Smart moves at the beginning of tax season can help get your financial house in order.

If you're surprised by a tax bill, consider ways to pay without interrupting your financial plan. go.rjf.com/2FVkpRo .

raymondjames.com

Double-Check Before Filing Your IRS Return

Follow these simple ways to double check your tax return to help ensure your taxes are filed accurately:

raymondjames.com It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties.

raymondjames.com

Mitigating the Medicare Surtax

If used judiciously, these strategies can help you achieve your long-term financial goals.

raymondjames.com Smart strategies can help high-income earners reduce their Medicare taxes and overall tax bill.

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1625 Hwy 14 East
Rochester, MN
54915

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Monday 08:30 - 17:00
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