by Derek Williams | Mar 9, 2023 | Retirement, Goal Setting
Retirement planning can feel like a daunting task— even when the stock market is steady. But with inflation running rampant, major companies across the country laying off thousands of workers every month, and the Federal Reserve raising interest rates every time you...
by Derek Williams | Feb 20, 2023 | Taxes, Investing
Tax-efficient investing refers to the careful strategies and techniques investors can use to minimize their tax liability on the investments they make. If you’re familiar with tax-free accounts such as Roth IRAs and HSAs, and tax-deferred accounts such as...
by Derek Williams | Nov 29, 2022 | Wealth Management
Rising interest rates are at the center of practically every economic discussion right now. In an effort to fight off high inflation, the Federal Reserve has raised interest rates several times— often by a full 75 basis points. That target federal funds rate,...
by Derek Williams | Jul 15, 2022 | Investing, Taxes, Wealth Management
There are few emotions more uncomfortable than the feeling of losing control. And that’s exactly what many investors feel when the market drops. As a Cook Wealth Advisor, I’ve walked with clients through a number of high highs and low lows. I’ve heard these...
by Derek Williams | May 31, 2022 | Goal Setting, Wealth Management
You already know saving money is critical to your long term financial health. Some of your biggest financial goals are only achievable by saving— like retiring early, paying off your mortgage, putting your kids (or grandkids) through college, or starting your dream...
