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 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... 
by Robby Scholes | Aug 22, 2022 | Investing, Wealth Management
The beginning of 2022 looked promising. Stocks were up, portfolios looked great, the housing market continued at a record pace, and it looked like we were in position for a really strong year. But within just a few weeks, the market started to get volatile. The... 
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 Robby Scholes | May 13, 2022 | Investing
Bitcoin, the most popular form of cryptocurrency, has seen a meteoric rise in popularity since the mid-2010s. But despite its popularity, many people don’t have a clear understanding of what Bitcoin really is. Our clients wonder, “Should I be investing in Bitcoin?...