CooksonPeirce Wealth Management
In this article, we’ll explore… It was a powerful trend. And like many powerful trends, it may be setting the stage for its own reversal. At CooksonPeirce, we believe the evidence increasingly points toward a meaningful rotation in market leadership. We call this the Great Reversion, and we think it has significant implications for how […]
Is the Era of Mega-Cap Dominance Finally Ending Read More »
In this article, we’ll explore… Many investors know they should not make decisions based on fear or greed. Very few actually manage to avoid it. The gap between knowing and doing is where so much investment underperformance is created. And it is a gap that a rules-based, disciplined process is specifically designed to close. At
Why Emotion Is the Enemy of Investment Returns Read More »
In this article, we’ll explore… For most of life, we measure progress through milestones: promotions, business growth, family achievements, and financial goals. Retirement, however, is one milestone that can’t be fully captured in a spreadsheet. Because retirement isn’t just a financial event — it’s a human one.It’s about identity, meaning, and what comes next when
Retirement Isn’t Just About Money — It’s About Purpose Read More »
In this 9-minute conversation, CooksonPeirce Co-Chairmen Dan and Bruce reflect on their experience navigating the late-1990s tech boom to compare today’s excitement around artificial intelligence. They discuss what feels familiar, what’s fundamentally different, and why innovation alone doesn’t signal speculation—offering perspective on how market narratives can influence disciplined investing. Materials discussed are meant for informational
DOT-COM VS AI: WHAT’S REALLY DIFFERENT THIS TIME? Read More »
In this article, we’ll explore… As the year winds down, many families focus on holidays and travel plans — but for high-income earners, it’s also prime time to fine-tune your tax strategy. The window to make meaningful moves closes on December 31, and thoughtful planning now can help preserve wealth, manage tax exposure, and position
Smart Year-End Tax Moves for High-Income Families Read More »
In this article, we’ll explore… Investing is about numbers, not guesswork. At its core, successful wealth management seeks to maximize returns while minimizing risks and costs—including taxes. One powerful tool to achieve this is tax loss harvesting, a strategy that can enhance after-tax returns without altering your portfolio’s overall investment strategy. In this guide, we’ll
The Ultimate Guide to Tax Loss Harvesting Read More »
Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Related Insights
2025 Mid-Year Market Update Read More »
In this article, we’ll explore… Direct Indexing’s Prominence in 2025: It’s a leading trend in Wealth Management, with assets projected to reach $800 billion by 2026 [Cerulli, 2024], driven by its tax efficiency and customization capabilities—a key focus for advisors. Tax Loss Harvesting’s Significant Value: This strategy enables annual tax reductions, enhancing after-tax returns by
Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.
Annual Market Review & Outlook Webinar Read More »
Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.
2024 Mid-Year Market Update Read More »