Cooke Wealth Management
Investment Management Retirement Planning Resources 949.724.3880 SCHEDULE A DISCOVERY SESSION
Investment ManagementRetirement PlanningResources949.724.3880SCHEDULE A DISCOVERY SESSION
Cooke Wealth Management

> CLIENT PORTAL

Industry Insights


Blog content

Sign up for our Free Quarterly Newsletter
Complete the form below to stay in touch and receive our quarterly newsletter:
Name *
Thank you!
Featured:
Six Steps to Prepare for Retirement
Retirement, Investing
Six Steps to Prepare for Retirement
Retirement, Investing
Retirement, Investing
5 Pillars of Christian Financial Planning
Financial Planning
5 Pillars of Christian Financial Planning
Financial Planning
Financial Planning
Things to Remember during Market Volatility
Investing
Things to Remember during Market Volatility
Investing
Investing
4 Principles of Financial Success
Financial Planning, Investing, Retirement
4 Principles of Financial Success
Financial Planning, Investing, Retirement
Financial Planning, Investing, Retirement
Thinking about Retirement ...
Retirement
Thinking about Retirement ...
Retirement
Retirement
Retirement saving TIPs for all ages
Investing, Retirement, Financial Planning
Retirement saving TIPs for all ages
Investing, Retirement, Financial Planning
Investing, Retirement, Financial Planning
Background Image

Select a Blog Category:
Investing Retirement Financial Planning

Latest articles:

Investing In Bonds And Municipal Bonds:  Why Now Is A Good Time To Evaluate Taking Risk Off The Table
Investing In Bonds And Municipal Bonds: Why Now Is A Good Time To Evaluate Taking Risk Off The Table

Bonds are loans made to a government or corporation in exchange for regular interest payments; municipal bonds fund local projects. Explore the benefits of investing in bonds and why now may be a good time to invest in them.

Read More
InvestingJuliette Cooke, CFP®, CKA®September 18, 2023municipal bonds, bonds, municipal bonds benefits
     Will AI Change How You Manage Your Investments?
Will AI Change How You Manage Your Investments?

Discover the benefits of AI in finance, from data analysis to portfolio optimization. Understand the advantages and challenges of incorporating AI, and learn how to leverage augmented intelligence for better-informed decisions.

Read More
InvestingJuliette Cooke, CFP®, CKA®August 30, 2023AI in finance, benefits of AI in finance, I transforming investments
I Am Approaching Retirement. How Can I Take The Risk Off The Table?
I Am Approaching Retirement. How Can I Take The Risk Off The Table?

Worried about financial risks as you approach retirement? Explore strategies to safeguard your retirement during the critical 'retirement risk zone.' Read on to learn more!

Read More
RetirementJuliette Cooke, CFP®, CKA®August 29, 2023interest rates, retirement planning, retirement risk zone, working after retirement, self-funding retirement, retirement savings, retirement investments, retirement goals
What Do The Rising Interest Rates Mean For My Personal Finances?
What Do The Rising Interest Rates Mean For My Personal Finances?

Curious about the financial impact of surging interest rates post-COVID? Learn how to navigate this landscape, leverage rising rates, and secure your financial future.

Read More
Financial PlanningJuliette Cooke, CFP®, CKA®August 17, 2023interest rates, personal finance, wealth management, borrowing costs, savings and investments
Interest Rate Hike 101: How Changes to the Fed Can Affect Your Investment Strategy
Interest Rate Hike 101: How Changes to the Fed Can Affect Your Investment Strategy

Interest rates have surged, but inflation persists while growth continues. Should your investment strategy shift? Explore the effects of recent Fed rate hikes on your wealth and portfolio in this article.

Read More
InvestingJuliette Cooke, CFP®, CKA®August 16, 2023Federal Reserve, inflation, investment strategy, interest rate hike
Beyond Stewardship: Exploring Key Christian Financial Concepts
Beyond Stewardship: Exploring Key Christian Financial Concepts

Are you ready to manage your finances in a faithful and practical way?  Discover the Christian principles that lead to financial fulfillment.

Read More
Financial PlanningJuliette Cooke, CFP®, CKA®June 16, 2023financial stewardship, financial management
Understanding the Many Benefits of Generosity
Understanding the Many Benefits of Generosity

Can Generosity Save You Money? Learn about the spiritual significance of tithing and how it may offer a tax break. Read on!

Read More
Tax PlanningJuliette Cooke, CFP®, CKA®June 15, 2023tithing, charitable giving, tax deductions
How Much Is Enough Money To Retire?  Exploring Biblical Contentment In The Context Of Your Retirement Plan
How Much Is Enough Money To Retire? Exploring Biblical Contentment In The Context Of Your Retirement Plan

How much money is enough for a worry-free retirement? Explore biblical contentment, stewardship, and smart planning to maximize joy and peace in your golden years.

Read More
RetirementJuliette Cooke, CFP®, CKA®June 14, 2023retirement planning, biblical contentment
Financial Stewardship: Teaching Children To Steward Wealth With God At The Center
Financial Stewardship: Teaching Children To Steward Wealth With God At The Center

Looking for guidance on teaching your children about money and stewardship? Explore the biblical foundations and practical tips for raising financially responsible and spiritually grounded kids.

Read More
Financial PlanningJuliette Cooke, CFP®, CKA®May 30, 2023
What's The Difference Between 401(k) and 403(b)? A Closer Look
What's The Difference Between 401(k) and 403(b)? A Closer Look

Wondering how to make an informed retirement decision? Uncover the key difference between 401k and 403b plans and choose wisely for your future.

Read More
RetirementJuliette Cooke, CFP®, CKA®May 29, 2023401(k) plans, 403(b) plans, retirement planning
Newer Older
Cooke Wealth Management logo

Cooke Wealth Management
18881 Von Karman Ave., Ste 1420
Irvine, California 92612

949.724.3880
949.724.3880

Create a plan for your financial future.

Schedule a Discovery Session
Cooke Wealth Management
18881 Von Karman Ave, Suite 1420,
Irvine,
United States
9497243880 CWM@cookewm.com
Hours
About UsInvestment Management Retirement Planning Financial PlanningCollege FundingFAQsResourcesSitemapCLIENT PORTALCONTACT US

Cooke Wealth Management, LLC is a Registered Investment Adviser offering Investment Advisory Services in the state of California. An investment adviser or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's investment adviser or IA rep requirements. Follow-up or individualized responses to consumers in a particular state by a investment adviser or IA rep that involve the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's investment adviser or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment adviser or IA rep, a consumer should contact his or her stated securities law administrator. Nothing on this website should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any transaction. Cooke Wealth Management, LLC is not rendering or offering to render personalized investment advice or financial planning advice through this media. The information provided has been compiled to the best of our ability and we believe it to be reliable and is provided for your personal use and informational purposes only. However, the authors make no warranty of any kind, expressed or implied, and will not be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused, directly, or indirectly, by information contained herein. Links to other web sites are provided as general information sources for use of visitors to our site. Cooke Wealth Management, LLC has not formally evaluated the information provided via these sites and inclusion of these links does not constitute an endorsement of nor referral to any organization. The links provided are maintained by their respective organizations and they are solely responsible for their content. Trademarks are the property of their respective owners.