Building A Tax-Efficient Investment Strategy: 10 Important Tips

Achieve long-term success with a tax-efficient investment strategy that aligns your portfolio with tax laws. Discover actionable tips for smarter investments and higher after-tax returns.

Tax PlanningJuliette Cooke, CFP®, CKA®January 20, 2025tax-efficient investing, tax strategies, wealth management

Why Do Financial Advisors Recommend Annuities?

Why do financial advisors recommend annuities? Explore how these products offer guaranteed income, tax advantages, and estate planning benefits for a secure retirement.

Financial PlanningJuliette Cooke, CFP®, CKA®January 13, 2025financial advisor fees, annuities, pros and cons of annuities, estate planning strategies, financial planning

How Much Do Financial Advisors Charge?

Curious about how much financial advisors charge? Learn about the different fee structures, from hourly rates to asset-based fees, and discover what factors influence costs to make informed financial decisions.

Financial PlanningJuliette Cooke, CFP®, CKA®January 7, 2025financial advisor fees, types of financial advisor fees, fee structures for financial advisors

Year-End Financial Planning Checklist: A Guide to Starting the New Year Right

Position yourself for long-term success by revisiting financial goals, reviewing investments, and maximizing tax benefits. Discover how a year-end financial planning checklist can help you achieve your objectives.

Financial PlanningJuliette Cooke, CFP®, CKA®December 11, 2024year-end planning tips, year-end financial planning, financial planning

7 Questions To Ask Your Financial Advisor To Safeguard Against Market Volatility

Strengthen your investment strategy with insightful questions to ask your financial advisor. From asset allocation to diversification, get the tips you need to weather market volatility.

InvestingJuliette Cooke, CFP®, CKA®November 25, 2024investment strategies, financial planning, questions to ask your financial advisor, market volatility

How Do Stock Markets Historically Perform in Election Years

Election years often bring uncertainty to the market. Learn how historical patterns can help you make informed investment decisions during volatile times.

InvestingJuliette Cooke, CFP®, CKA®November 21, 2024stock market trends, stock market in election year, election year investing, investing during elections

Sentiment Analysis And Stock Market: How To Identify Buying Opportunities

Sentiment analysis stock market data offers a new lens on investing. Find out how to integrate emotional and market trends into your financial strategy.

InvestingJuliette Cooke, CFP®, CKA®November 20, 2024sentiment analysis stock market, stock market trends, market sentiment tools, stock market analytics

Top 7 Things To Consider For Your Portfolio During Falling Inflation

Falling inflation brings new opportunities and risks. Learn how to adjust your investment strategy to align with lower inflation trends for stability and growth.

Financial Planning, InvestingJuliette Cooke, CFP®, CKA®November 4, 2024falling inflation, investment strategy, portfolio management, inflation impact

Interest Rate Decrease And How It Affects Market Performance

An interest rate decrease can reshape the economy and your financial landscape. Explore its influence on equities, bonds, and more, and discover strategies to optimize your portfolio.

Financial PlanningJuliette Cooke, CFP®, CKA®November 1, 2024interest rate decrease, investment strategy, stock market effects, bond yields, real estate investment

What To Ask Your Financial Advisor When You’re Thinking About Selling

Thinking of selling an investment? Discover what to ask your financial advisor to make informed, strategic decisions that align with your financial goals and minimize tax impacts

Financial PlanningJuliette Cooke, CFP®, CKA®October 31, 2024investment strategy, financial advisor questions, what to ask your financial advisor, financial planning

Industry Insights

Blog content

Create a plan for your financial goals.