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 »
By Joshua C. Beas, CISP, CDFA® Lead Advisor At CooksonPeirce Wealth Management, we know that emotions can erode an investor’s wealth — especially the emotions that occur during a divorce. Fear, greed, and impatience are driving factors that may contribute to irrational, and often regretful, financial decisions. As a Certified Divorce Financial Analyst (CDFA®), I
Emotions During Divorce: How to Manage Their Energies Read More »
Since 2010, Robin Miller has been the proud steward of CooksonPeirce’s commitment to unbiased advice based on hard numbers. As Chief Compliance Officer, Chief Financial Officer, a member of the Board of Directors and shareholder, Robin has risen through the male dominated worlds of finance and chief compliance officers. With over 30 years of experience
IWD Spotlight: Robin Miller 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 »
By Joshua C. Beas, CISP, CDFA® Lead Advisor Congratulations, you’ve made it to 2021! 2020 certainly saw its challenges from multiple perspectives, but it is behind us now and it’s time to look forward. Taking this approach, you have worked diligently with your financial advisor at CooksonPeirce to stay focused on your long-term goals and
Retirement Transitions: Be Like Jack 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 »