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.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Five creative (and inexpensive) ideas for motivating your employees.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?
It’s never a bad time to speak with your financial advisor about changes in your situation.