Is the Inflation Reduction Act a Good Deal for Solar Investors?

Have you ever wondered if the Inflation Reduction Act boosts green energy consumption and returns big dividends to investors in alternative energy sources? Read on to find out!

Investing, Financial PlanningJuliette Cooke, CFP®, CKA®September 19, 2022Solar panel, Inflation Reduction act

Leveraging Your Financial Advisor to Lead your Estate Planning Strategy

What is estate planning, and why is it important to have an estate plan? This short guide will tell you why you should leverage your financial advisor to guide you in leading your estate planning strategy and what steps they can take to help you create and implement your plan.

Financial PlanningJuliette Cooke, CFP®, CKA®September 15, 2022Estate Planning Strategy, Financial advisor, Estatate Planning FAQs

401k And IRA Rollovers In A World Of Retirement And Job Transitions

If you are investing in a 401(k) and you change employers or retire, you may want to consider a rollover. So, what is a 401(k) rollover, and how to rollover your investment? Read on!

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®September 13, 2022401K and IRA rollovers, IRA, 401K, Retirement

Why Trying To Time The Market Is A Painful Strategy

What does timing the market mean, and what are the risks associated with this strategy? Here are some of the reasons why timing the market doesn’t work as a strategy for building wealth over time.

Financial Planning, Retirement, InvestingJuliette Cooke, CFP®, CKA®August 23, 2022timing the market, investment strategy, keys to successful investing, investment goals

Why Investors Often Buy Euphoria And Sell Fear: Getting Past The Psychology

The fear and greed index act as a measure of market sentiment that essentially captures the emotions and mental patterns that determine investor behavior. But what happens when these two emotions come to drive investment decisions? Read on!

Financial Planning, Retirement, InvestingJuliette Cooke, CFP®, CKA®August 22, 2022portfolio strategy, fear and greed index, how to trade fear and greed, tips to avoid emotional investing, investment strategy, investment goals

What Is A Bear Market, And How Can Investors Make The Best Of Lower Prices?

What is a bear market, and how should investors respond ? Read on to learn more!

Financial Planning, Retirement, InvestingJuliette Cooke, CFP®, CKA®August 22, 2022bear market, how lower prices can position you for long-term growth, portfolio strategy

Portfolio Objectives: What CWM Clients Look For In A Financial Advisor

Choosing a Financial advisor who can serve your financial planning needs is a big decision. At CWM, here are the factors that clients weigh the most when looking for a financial advisor.

Financial Planning, Retirement, Tax PlanningJuliette Cooke, CFP®, CKA®August 2, 2022

What Are ESG Funds? How You Can Invest In A Greener Future

Do you know what are ESG funds? Is it worth investing in? Should it be part of your investment portfolio? Read on as we discuss what ESG funds are, who manages them, and what they invest in to give you a sense of whether or not they’re right for your investment portfolio.

Financial Planning, InvestingJuliette Cooke, CFP®, CKA®July 28, 2022ESG funds, pros and cons of investing in ESG funds, types of ESG funds, examples of ESF funds, investment strategy

Stock Splits And How They May Present Unique Portfolio Opportunities

Have you heard about stock splits? What do you think it means? What does this mean for the average investor? Read on and learn the ins and outs of stock splits to see how they may provide opportunities previously hidden from most investors.

Financial Planning, Investing, RetirementJuliette Cooke, CFP®, CKA®July 27, 2022stock splits, ins and outs of stock splits, impact of stock splits, example of stock splits

What is the Difference Between Term and Permanent Life Insurance? Everything You Need To Know

Are you looking for the best overall solution for you and your family? Consider the key differences between the two life insurance options to help decide which is right for you. Read on!

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®June 23, 2022life insurance, term life insurance, permanent life insurance, pros and cons of term life insurance, pros and cons of permanent life insurance

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