by Robby Scholes | Apr 14, 2022 | Investing
If you’re an impact-focused investor, you may be wondering what exactly goes into an environmental, social, and governance-conscious portfolio. Every advisor has their own approach, but at Cook Wealth, we focus on three main initiatives: Sustainable energy, clean... 
by Robby Scholes | Mar 21, 2022 | Investing
Environmental, social, and governance (ESG) investing is an investment approach that’s sustainable, impactful, and people-centric. It’s not just about “going green” or avoiding investing in tobacco companies and big oil. ESG investing asks questions, like what... 
by Zach Carver | Feb 24, 2022 | Investing, Taxes
What if your personal trainer was also your private chef? How easy would it be to eat healthy? What if your assistant was also your legal advisor? You’d worry less about keeping your business above board. What if your landscaper was also your handyman? Maintaining... 
by Robby Scholes | Feb 9, 2022 | Investing, Portfolio
Investing is about more than just choosing an asset based on its risk and return profile. Socially responsible investors take extra factors into consideration when investing their finances to ensure their personal values and the values of the company they’re... 
by Derek Williams | Feb 3, 2022 | Investing, Investor Behavior, Portfolio
Last year, when the market was racing towards all-time highs, we published a piece about what to do if and when the market levels back out. But who reads “doom and gloom” when you’re looking at record-setting gains and numbers you’ve never seen in your portfolio... 
by Zach Carver | Jan 20, 2022 | Investing
Whether your retirement is decades away or right around the corner, it’s never too late (or too early) to be thinking about your financial plan. Contributing to your 401(k) now is an excellent way to create the retirement lifestyle you want in the future. And with...