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Merry Christmas and happy holidays from the Cooke Wealth Management.
As 2020 comes to close, we want to a take moment to wish you and your family a very Merry Christmas. This year has been an uphill trek for many, and we are grateful to all of our clients, our continued blessings, and our faith in God Almighty and His son,. Jesus Christ.
Read MoreIf you haven’t taken the time to draft your estate documents, there’s no time like the present. Having something like an advanced medical directive or durable power of attorney for health care is never meaningful until you need it, and at that point it’s too late and the process can become somewhat cumbersome for those who are left to make those decisions.
Read MoreAs markets hit new highs this week, it can be easy to forget that only 9 months ago we were in the middle of a bear market. It took roughly 32 days for the U.S. markets to hit bottom in March of 2020, which was then followed by a swift recovery. Which made this bear market one of the shortest in history, and may have served as a reminder that cycles are normal.
Read MoreProud to announce Five Star award winners John Cooke, CFP®, CKA® and Juliette Cooke, CFP®, CKA®’s appearance in the Wall Street Journal.
Read MoreIt’s never too soon to teach kids about money. A key part can be to demonstrate and verbalize values while living and teaching them how to handle money in an intentional, God honoring manner.
Discover a few simple lessons parents or even grandparents can do that can provide a solid foundation for a lifetime of financial decisions.
Read MoreFinancial success is unique to you. Your priorities and goals help define what financial success means to you. Here’s 4 principles that you can apply to help you get there.
Read MoreWe are proud to announce Five Star award winners John Cooke, CFP®, CKA® and Juliette Cooke, CFP®, CKA®’s appearance in Orange Coast Magazine earlier this year.
Read MoreWhen it comes to your investments, risk or the uncertainty of returns is the price that all investors pay for the potential of receiving higher returns…
Read MoreKing Solomon, considered by most to be the wisest man to ever live, repeatedly encourages us to plan in the many proverbs he is credited with.
Read MoreIt’s often small shifts that can change our money habits for the good. It doesn't have to be completed, discover the five uses of money that you can focus on
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