Over 40 Years of Results

 Independent. Objective. Unbiased.

 

Founded in 1969,  the Cooke Financial Group of Wells Fargo Advisors offers a distinctive blend of professional investment consulting and wealth management consulting services.

With more than 150 years of combined experience in the financial services industry, the Cooke Financial Group brings together a wide range of product knowledge to help you prosper in today's investment environment. We believe the depth of our knowledge and experience makes us competitive in many areas:

  • Investment consulting for successful individuals and their families, as well as not-for-profit organizations, corporations, retirement plans and trusts.
  •  Wealth management consulting services, including retirement, education and estate investment planning.
  • Corporate and employer-sponsored services: defined contribution, defined benefit, stock option, and deferred compensation plans.
  • Access to personal and corporate lending as well as broad-based trust services through affiliates

Backed by the resources of one of the nation's largest brokerage firms, we use advanced technology and investment products and services to help you pursue your dreams throughout your life.

Below is a list of our accomplishments we have received over the years:

 

MARKET TOPIC OF THE WEEK

  
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Disability Income Insurance

How much Disability Income Insurance do you need?

Lease Payment

How much would your monthly lease payment be?

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Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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