Retirement Announcement: Shirley J. Cook

Today is very bittersweet. After over 40 years in the financial services industry I have made the difficult decision to retire today.


This is Your Advisor’s Biggest Job During Scary Markets.

I want to talk to you about bad markets, and why it is critical to talk to your advisor during these types of markets.


The #1 Thing Your Advisor Must Do During Scary Markets.

As you are aware (if you opened your March 31st statements – I know some of you didn’t bother), we had poor performing markets in February and March this year.