by Dave McDougall | Oct 3, 2023 | Wealth Management
Wealth management and financial advising are two terms we often see used interchangeably. And for good reason—both financial professionals can help high net worth individuals and families reach their financial goals. But there are a handful of key differences between... 
by Dave McDougall | Aug 31, 2023 | Wealth Management
When it comes to comparing financial advisor fees, you may be wondering why different financial advisors charge widely different fee structures for their planning and investment advisory services. Over the course of your partnership, these fees and costs add... 
by Zach Carver | May 19, 2023 | Taxes, Wealth Management
One of the most common questions our high income tax planning clients ask is how they can minimize their taxable income and maximize their tax deductions and tax savings, come filing season. Between their business income and portfolio of investments, many of our high... 
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,...