Insights
IQ Journal
What Midterm Elections Actually Do to Markets
Our team looks at how US stocks have behaved around midterm elections, from pre-election volatility to the year that follows, and why we believe process matters more than prediction.
Read articleConcentrated Stock, RSUs, and Executive Comp: A Private Client’s Guide to Diversifying Without a Tax Surprise
You built wealth by staying loyal to one company. That loyalty may now be your biggest portfolio risk.
Read articleMid-Year Market Update Webinar
Watch the replay as our investment team reviews recent markets, explains how our strategies are positioned, and shares what we’re watching next.
Read articleWhat to Expect From Our Financial Planning Process
Financial planning can feel overwhelming if you have never done it before. At CooksonPeirce, our financial planning process is designed to be…
Read articleThe AI Irony: How the Technology That Helped Build Mega-Cap Dominance May Now Undo It
The concentration that defined the S&P 500 heading into 2026 did not begin with AI. It was years in the making. Passive…
Read articleWhen the Plan Changes: Navigating Retirement After a Gray Divorce
Later-in-life divorce is more common than some realize. Here's what changes financially, and how to move forward with clarity.
Read articleIs the Era of Mega-Cap Dominance Finally Ending?
It was a powerful trend. And like many powerful trends, it may be setting the stage for its own reversal. At CooksonPeirce,…
Read articleWhy Emotion Is the Enemy of Investment Returns
Many investors know they should not make decisions based on fear or greed. Very few actually manage to avoid it. The gap…
Read articleRetirement Isn’t Just About Money — It’s About Purpose
For most of life, we measure progress through milestones: promotions, business growth, family achievements, and financial goals. Retirement, however, is one milestone…
Read articleDOT-COM VS AI: WHAT’S REALLY DIFFERENT THIS TIME?
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…
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