Charlie Cook Charlie Cook

Should I invest in Meme stocks?

There’s nothing wrong with a little experimentation. Just make sure your financial foundation is solid — and treat meme stocks like what they are: a gamble, not a game plan…

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Charlie Cook Charlie Cook

Saving for College (Without Overdoing It)

It’s not just about paying for college. It is about building a thoughtful, flexible plan that supports your family’s values and future. 529 plans are a fantastic piece of the puzzle. But like any financial tool, they’re best used in the context of your bigger goals and not as a one-size-fits-all solution…

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Charlie Cook Charlie Cook

Saving for Our Kids

Your child’s future will be here before you know it. Once you’ve got your foundation in place, then yes, yes, YES — saving for your kids is a powerful and generous next step…

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