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Demystifying Money
Our experts break down trending finance topics.
How to Change Financial Advisors Without Jeopardizing Your Financial Plan
by Mike Holloway | Nov 27, 2023 | Portfolio, Wealth Management
Maybe your current advisor has a different investment strategy than you're comfortable with. Maybe...
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 Management
At Cook Wealth, our team of financial advisors and tax professionals have helped hundreds of...
The Truth About Impact Investing: Doing More With Every Dollar
by Mike Holloway | Oct 30, 2023 | Investing, Portfolio, Wealth Management
Impact investing—also called socially responsible investing or ESG investing—is an intentional way...
The 5 Best Questions to Ask a Financial Advisor—and Find the Right Fit for Your Family
by Kim Clark | Oct 30, 2023 | Wealth Management, Estate Planning, Investing, Portfolio, Retirement
Whether you’re looking for a financial advisor for the first time, or it’s time to change...
Wealth Manager vs. Financial Advisor: Which Should You Work With?
by Dave McDougall | Oct 3, 2023 | Wealth Management
Wealth management and financial advising are two terms we often see used interchangeably. And for...
How to Calculate Your Retirement Readiness Savings Goal
by Mike Holloway | Oct 3, 2023 | Retirement
Whether you're a young professional just beginning to plan for retirement, or you're quickly...