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One Wealth Advisor’s Best Advice for Weathering the Market Downturn

One Wealth Advisor’s Best Advice for Weathering the Market Downturn

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...
Cook Wealth’s Client-First Approach to Financial Advising

Cook Wealth’s Client-First Approach to Financial Advising

by Kimberly Hoffman | Jun 29, 2022 | Wealth Management

When you’re looking for a financial advisor, service may not be the first factor you consider. You probably look at average returns, fees, and reviews, but the included services (and the quality of customer service) may be an afterthought.  At Cook Wealth, we believe...
These 4 Savings Mistakes Might Be Costing You More Than You Think

These 4 Savings Mistakes Might Be Costing You More Than You Think

by Derek Williams | May 31, 2022 | Goal Setting, Wealth Management

You already know saving money is critical to your long term financial health. Some of your biggest financial goals are only achievable by saving— like retiring early, paying off your mortgage, putting your kids (or grandkids) through college, or starting your dream...
You Get a Second Opinion on Your Health. Why Not Your Finances?

You Get a Second Opinion on Your Health. Why Not Your Finances?

by Jason Deshayes | Apr 25, 2022 | Wealth Management

If you’ve ever received a surprising health diagnosis, you’ve probably considered getting a second opinion from another doctor. A second opinion, backed by a different set of experiences, knowledge, and insight, might have helped you make a better, wiser health...
These Emotional Biases are Keeping You From Smart Investing

These Emotional Biases are Keeping You From Smart Investing

by Dave McDougall | Jan 4, 2022 | Investor Behavior, Wealth Management

It’s tough to overcome emotional biases in investing because they’re basically embedded filters in our thinking. They’re not usually rational, they don’t help you invest smarter, and many investors are unaware they even have these filters in place to begin with. ...
To Refinance or Not Refinance Student Loans: That is the Question.

To Refinance or Not Refinance Student Loans: That is the Question.

by Dave McDougall | Aug 16, 2021 | Wealth Management

Student loan debt is now at an all-time high, according to Forbes. Collectively, the 45 million Americans with student debt owe $1.7 trillion (yes, trillion, with a “t!”). Student debt has surpassed credit card and car debt, making it the second greatest source of...
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  • Why You Need a CPA Before Your Business is Booming

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