by Brian Cook | Mar 16, 2023 | Wealth Management
Financial security— feeling confident in your financial plan and ability to earn enough money to care for your family— is one of the most rewarding financial goals you can achieve. Financial security means you can cover expenses you didn’t expect, take your time... 
by Sophie Howell | Dec 15, 2022 | Wealth Management
I recently came across a LinkedIn post that stopped me in my tracks. In just a few phrases, this post put into words the careful balance our financial advisors, wealth managers, and tax consultants help clients maintain every day. It reminded me of why Cook Wealth... 
by Derek Williams | Nov 29, 2022 | Wealth Management
Rising interest rates are at the center of practically every economic discussion right now. In an effort to fight off high inflation, the Federal Reserve has raised interest rates several times— often by a full 75 basis points. That target federal funds rate,... 
by Dave McDougall | Sep 28, 2022 | Wealth Management
Open enrollment is the short enrollment period offered once every calendar year by companies that provide health coverage, special insurance, education incentives, and other job benefits. Open enrollment periods happen annually (typically in the fall) and last a few... 
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...