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Oct 8, 2025
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Oct 8, 2025
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Featured Articles:
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

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Investing Retirement Financial Planning
With Pending Volatility Looming With Elections, How To Best Position Your Portfolio
With Pending Volatility Looming With Elections, How To Best Position Your Portfolio

The 2024 election is around the corner, and with it comes market uncertainties. Delve into the nuances of portfolio volatility during election seasons, and arm yourself with strategies for a resilient investment approach.

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InvestingJuliette Cooke, CFP®, CKA®October 19, 2023elections, stock market volatility, portfolio positioning, financial planning, investment strategy
Your Forgotten 401(k): The Smart Move of Rolling Over to an IRA
Your Forgotten 401(k): The Smart Move of Rolling Over to an IRA

Discover the hidden treasures in your forgotten 401(k)! Explore the smart move of rolling it over to an IRA. Learn the benefits, considerations, and how-tos.

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Financial PlanningJuliette Cooke, CFP®, CKA®September 20, 2023retirement planning, 401(k) rollover, IRA
Wealth Transfer And How To Position Your Portfolio When You Inherit Assets
Wealth Transfer And How To Position Your Portfolio When You Inherit Assets

Wealth transfer is the process of passing financial resources from one individual or generation to another. Learn about the wealth transfer process, challenges, and management in in alignment with personal values and faith.

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Financial PlanningJuliette Cooke, CFP®, CKA®September 19, 2023wealth transfer, inheritance, financial planning, tax implications
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.

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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.

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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!

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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.

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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.

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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.

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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!

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Tax PlanningJuliette Cooke, CFP®, CKA®June 15, 2023tithing, charitable giving, tax deductions
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Cooke Wealth Management is a Limited Liability Company and Registered Investment Adviser with the U.S. Securities and Exchange Commission (SEC) offering investment advisory services in those states where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. Registration with the SEC does not imply a certain level of skill or training. An investment adviser or Investment Adviser Representative (IAR) may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or if they are excluded or exempted from the state’s investment adviser or IAR requirements. Follow-up or individualized responses to consumers in a particular state by an investment adviser or IAR 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 IAR requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment adviser or IAR, a consumer should visit https://adviserinfo.sec.gov/. Information discussed herein is meant for general illustration and/or informational purposes and should not be considered legal, accounting or tax advice. 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.