CooksonPeirce Wealth Management
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.
CooksonPeirce Annual Market Review & Outlook Read More »
By Janelle Fumerola, CFP®, MBA – Regional Managing Director & Beth Williams, CAP® – Client Advisor Charitable giving can be a key component of an overall wealth management strategy for affluent individuals and families. Creating a comprehensive charitable giving strategy may help you donate cash and other assets to the non-profits you want to support in the most efficient
Is a Donor Advised Fund Right for Me? 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.
All Cap Equity Portfolio Manager’s Update 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.
Medicare 101 Webinar Read More »
Don’t look now, but the deadline for filing your 2020 federal income tax return is right around the corner. This year, Tax Day will fall on the traditional date of April 15. Tax Day was pushed back by three months last year due to the coronavirus pandemic, but the IRS has not issued any extension
Seven Last-Minute Tax-Filing Tips 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.
CooksonPeirce 2020 Review & 2021 Outlook Read More »
What’s in the COVID Relief Bill? On December 27, a new pandemic relief package— the Consolidated Appropriations Act of 2021 — was signed into law. Like the CARES Act that was passed last spring, this bill is designed to provide financial assistance for individuals and businesses that continue to be adversely affected by the coronavirus
2021 New COVID Relief Bill – The Consolidated Appropriations Act Read More »
By Janelle Fumerola, CFP®, MBARegional Managing Director The coronavirus pandemic has had a major impact on the finances of millions of Americans this year. This could make the process of year-end tax and financial planning especially challenging for many families. Here are a few areas to pay especially close attention to as you plan your
2020 Guide to Year-End Tax and Financial Planning 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.
3rd Quarter Update and Election Outlook – Post Webinar Q&A Read More »
Investors are always dealing with a degree of uncertainty, but the upcoming Presidential election has increased the level of uncertainty and volatility considerably. This has many investors feeling wary about the future, regardless of their political affiliation. But all of this anxiety could be for naught. While many investors believe that Presidential elections are market-moving
The Election and Your Money: How Do Presidential Elections Affect Financial Markets? Read More »