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:

Essentials Of Aggressive Investing Strategies
Essentials Of Aggressive Investing Strategies

Discover how aggressive investing strategies can help maximize returns by focusing on equities, growth assets, and tailored financial planning. Learn how to balance risks and rewards effectively.

Read More
InvestingJuliette Cooke, CFP®, CKA®January 15, 2025investing strategies, aggressive investing, financial planning
Why Do Financial Advisors Recommend Annuities?
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.

Read More
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?
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.

Read More
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
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.

Read More
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
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.

Read More
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
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.

Read More
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 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.

Read More
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
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.

Read More
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
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.

Read More
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
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

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