CooksonPeirce Wealth Management
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 »
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 Outlook on Artificial Intelligence 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.
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.
Mid-Year 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.
Annual Market Review & Outlook Webinar Read More »