Blog

Read our perspectives on financial news, strategies that guide you to grow your finances, and stories that encourage you to envision your future and enjoy life now.

Health Savings Account: Your Tax-Fighting Superpower

Health Savings Accounts Can Improve Your Retirement Plan Key Points Any financial plan covers living expenses in retirement, but a...

How COVID-19 Changes Business and Impacts Your Portfolio

The Impacts of a Global Pandemic Key Points February - March 2020 saw an unprecedented drawdown of 34% for the...

Portfolio Must-Haves to Endure COVID-19

Invest with diversification and in innovation Key Points Investments in companies that innovate and thrive on advancement come through recessions...

Joe Biden’s Tax Plan: Who Benefits?

The Average Working Family Could See Their Costs Decrease Key points Biden is proposing an expansion to the Child and...

Roth IRA Conversions Are Surging. Here’s Why

A Roth Conversion Could Benefit Your Business Key Points The pandemic forced many businesses to shutter. For business owners with...

Wealth Management Questions to Ask

Wealth Management Questions to Ask What experience do you have? Who do you typically help? Is your investment approach cautious...

Official Wealth Management Company of SVRA

Sponsoring the Sportscar Vintage Racing Association (SVRA) Cook Wealth is pleased to announce our official sponsorship of the SVRA 2020...