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January 09, 2023

What are the retirement contribution limit increases for 2023?

Retirement contribution limits can change each year due to inflation. In 2023, the changes are more significant because of higher inflation in 2022.

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November 21, 2022

Why did my financial advisor change firms and how often does it occur?

The frustrating truth is it depends on the situation. Learn the questions you need to ask your financial advisor to see if the change benefits you.

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November 14, 2022

Are cryptocurrency losses tax deductible?

Yes, cryptocurrency losses are tax deductible. If you hold a loss in cryptocurrency, it’s in your interest to sell up to the extent you have gains elsewhere.

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October 10, 2022

Is a recession a good time to invest?

Should you invest during a recession? Often if you're the one asking the question, the answer is yes. It can be a very good time to invest.

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November 05, 2021

Forbes Top 250, Best-In-State, and other Awards

Brian & Chris Cooke were named the #1 & #2 Best-In-State advisors in Indiana, as well as being named among the Top 250 advisors in the country for 2021. Forbes/SHOOK has ranked Cooke Financial Group the #1 Best-In-State advisor in Indiana for four consecutive years: 2018, 2019, 2020, and 2021.

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August 02, 2021

Benefits of separately managed accounts

There are many options in the market when it comes to investing your savings. If you have a background in finance and understand the markets, then you may very well create your own portfolio custom tailored to your financial goals.

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July 22, 2021

Do I need a financial advisor for my 401k?

A 401(k) is a retirement plan that allows employees to set aside a portion of their pre-tax earnings (regular 401k). This “payroll deferral” money can be invested in a variety of investment funds within the 401k plan, and the earnings on the investments are not taxed until the employee withdraws their money (generally at or after retirement age).

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June 11, 2021

Understanding The Difference Between Wealth Management Vs A Financial Advisor

Considering private wealth management services? Learn what the difference is between financial advisors and wealth management companies in this article.

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May 18, 2021

How Much Money Do I Need To Hire A Wealth Manager?

To understand how much money you need to hire a wealth manager, it helps to understand the difference between a wealth manager, financial planner, and a financial advisor.

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