Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Cox & Cook Wealth Advisors is a Registered Investment Advisor (RIA) firm, established in 2015. Cox & Cook Wealth Advisors operates under a fiduciary standard model. As an RIA we act in the best interest of our clients in all aspects of our servicing, financial planning and investment management.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Being healthy not only makes you feel good, it may also help you financially.
What can be learned from the savings rate?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Women must be ready to spend, on average, more years in retirement than men.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What is your plan for health care during retirement?