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Open Enrollment: Which Benefits to Choose (and Which to Avoid!)

Open Enrollment: Which Benefits to Choose (and Which to Avoid!)

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...
This Recession Might Be Your Golden Opportunity. Here’s Why

This Recession Might Be Your Golden Opportunity. Here’s Why

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...
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...
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