by Dave McDougall | Feb 8, 2024 | Retirement, Estate Planning, Investing, Portfolio, Wealth Management
Big tax changes are on the horizon for 2024 and the years ahead. From updated contribution limits, to changing tax credits—including new rules around Electric Vehicle (EV) and solar benefits—here are some of the most notable changes that may impact your tax bill next...
by Mike Holloway | Dec 13, 2023 | Retirement, Investing, Portfolio, Wealth Management
In finance (and in everyday life) it’s impossible to completely eliminate all risk factors. And that’s a good thing. Without risk, there wouldn’t be a reward—the positive outcome of finding yourself on the right side of a less-than-certain situation....
by Dave McDougall | Dec 13, 2023 | Investing, Portfolio, Wealth Management
When it comes to managing your investment portfolio, traditionally, investors have had two options: Partner with a financial advisor, or build and manage your own investment strategy. But these days, a third option is gaining traction. One that fits somewhere in the...
by Mike Holloway | Nov 27, 2023 | Portfolio, Wealth Management
Maybe your current advisor has a different investment strategy than you’re comfortable with. Maybe your CPA overlooked a document or two, triggering unexpected tax consequences. Or maybe you’re ready for a new team that does more than just help you manage...
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 clients establish trusts as part of their estate planning process. One of the most common misconceptions we encounter—and a belief I think stops many more individuals from...
by Mike Holloway | Oct 30, 2023 | Investing, Portfolio, Wealth Management
Impact investing—also called socially responsible investing or ESG investing—is an intentional way of directing your funds to the environmental, social, and governance causes that matter most to you, empowering investors to do well by doing good. It’s an...
