Blog Demystifying Money Our experts break down trending finance topics. Quiz: Do I need a wealth advisor? Find An Advisor Taxes Investing Covid-19 Wealth Management Estate Planning Portfolio 2024 Tax Changes: What’s Changing, What’s Ending, and How to Optimize Your Strategy by Dave McDougall | Feb 8, 2024 | Retirement, Estate Planning, Investing, Portfolio, Wealth ManagementBig tax changes are on the horizon for 2024 and the years ahead. From updated contribution limits,... read more Future-Proofing Your Finances: How to Manage Your Financial Risk Before and During Retirement by Mike Holloway | Dec 13, 2023 | Retirement, Investing, Portfolio, Wealth ManagementIn finance (and in everyday life) it's impossible to completely eliminate all risk factors. And... read more Financial Advisors Vs. Automated Investing Tools: Are Robo-Advisors Worth It? by Dave McDougall | Dec 13, 2023 | Investing, Portfolio, Wealth ManagementWhen it comes to managing your investment portfolio, traditionally, investors have had two... read more How to Change Financial Advisors Without Jeopardizing Your Financial Plan by Mike Holloway | Nov 27, 2023 | Portfolio, Wealth ManagementMaybe your current advisor has a different investment strategy than you're comfortable with. Maybe... read more Why Setting Up an Estate Planning Trust May Be Easier—and More Beneficial—Than You Think by Mike Holloway | Nov 27, 2023 | Portfolio, Estate Planning, Wealth ManagementAt Cook Wealth, our team of financial advisors and tax professionals have helped hundreds of... read more The Truth About Impact Investing: Doing More With Every Dollar by Mike Holloway | Oct 30, 2023 | Investing, Portfolio, Wealth ManagementImpact investing—also called socially responsible investing or ESG investing—is an intentional way... read more « Older Entries
2024 Tax Changes: What’s Changing, What’s Ending, and How to Optimize Your Strategy by Dave McDougall | Feb 8, 2024 | Retirement, Estate Planning, Investing, Portfolio, Wealth ManagementBig tax changes are on the horizon for 2024 and the years ahead. From updated contribution limits,... read more
Future-Proofing Your Finances: How to Manage Your Financial Risk Before and During Retirement by Mike Holloway | Dec 13, 2023 | Retirement, Investing, Portfolio, Wealth ManagementIn finance (and in everyday life) it's impossible to completely eliminate all risk factors. And... read more
Financial Advisors Vs. Automated Investing Tools: Are Robo-Advisors Worth It? by Dave McDougall | Dec 13, 2023 | Investing, Portfolio, Wealth ManagementWhen it comes to managing your investment portfolio, traditionally, investors have had two... read more
How to Change Financial Advisors Without Jeopardizing Your Financial Plan by Mike Holloway | Nov 27, 2023 | Portfolio, Wealth ManagementMaybe your current advisor has a different investment strategy than you're comfortable with. Maybe... read more
Why Setting Up an Estate Planning Trust May Be Easier—and More Beneficial—Than You Think by Mike Holloway | Nov 27, 2023 | Portfolio, Estate Planning, Wealth ManagementAt Cook Wealth, our team of financial advisors and tax professionals have helped hundreds of... read more
The Truth About Impact Investing: Doing More With Every Dollar by Mike Holloway | Oct 30, 2023 | Investing, Portfolio, Wealth ManagementImpact investing—also called socially responsible investing or ESG investing—is an intentional way... read more