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 | Nov 14, 2022 | Taxes, Investing
Recently, our own Derek Williams, CFP® sat down to answer the four biggest real estate investing questions we hear from clients and the public about purchasing investment properties. That article for beginner real estate investors addressed the top factors and... 
by Derek Williams | Oct 7, 2022 | Investing
Here at Cook Wealth, our joint Wealth and Tax Advisor team gets a lot of questions about real estate investing. Especially in times like this, when stock market returns are less than favorable, clients wonder if real estate is a wise investment, how to start investing...