CooksonPeirce Wealth Management
A Step-by-Step Walkthrough Financial planning can feel overwhelming if you have never done it before. At CooksonPeirce, our financial planning process is designed to be structured and easy to understand. Our goal is to replace reaction with a repeatable plan, so your decisions stay in line with your long-term goals. This step-by-step walkthrough explains how […]
What to Expect From Our Financial Planning Process Read More »
In this article, we’ll explore… buildout AI Amplified the Concentration The concentration that defined the S&P 500 heading into 2026 did not begin with AI. It was years in the making. Passive flows mechanically bid up the largest names. Platform economics and network effects let a handful of businesses compound earnings faster than the rest
The AI Irony: How the Technology That Helped Build Mega-Cap Dominance May Now Undo It Read More »
Later-in-life divorce is more common than some realize. Here’s what changes financially, and how to move forward with clarity.
When the Plan Changes: Navigating Retirement After a Gray Divorce Read More »
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 »