StrongBox Wealth provides you with 7 Strategies to consider in response to COVID-19...
Due to a combination of recent Congressional acts, there are ample reasons to consider converting all or a portion of your traditional IRA to a Roth IRA in 2020. Here are a few thoughts on this strategy and the rationale behind it. As with any important financial decision, be sure to first consult with your qualified tax and financial planning professionals prior to acting.
Take a look inside Strongbox Wealth's 'Conservative Growth' portfolio.
In response to the coronavirus (COVID-19) pandemic, lawmakers have passed a bill titled The Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 28, 2020, in an effort to reduce the economic and health related impact of the virus.
Chuck Cooper III, CFP® talks coronavirus, client engagement, and technology
Must know information for small business owners regarding SBA Loans offered in response to the COVID-19 pandemic through the CARES Act.
Enduring the unknown during this downturn can be a challenge.
As both anxiety and disbelief rise during this period of crisis, we believe the stakes are high to remain committed…
Though capital appreciation is important, so too are stock dividends. It’s important to remember that stock dividends historically represent near…
Perspectives of the Advisor Transition Process from the Front Lines
Chuck Cooper, who managed $300 million as part of a team at Wells Fargo Advisors in Lee’s Summit, Mo., has formed a hybrid firm called StrongBox Wealth.
We listen to your financial objectives as our first step taken together. We understand your concerns about investing, retirement income, asset preservation, and wealth transition. With clarity and resolve, we advise you by crafting and implementing a uniquely customized plan best suited to align with your priorities.