Welcome to Cox Financial Group, Your Financial Cornerstone

Cox Financial Group specializes in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short-term and long-term objectives. Our services cover all areas of financial management*, from investment and retirement planning to risk management and estate preservation.

On our Web site, you'll find valuable information for evaluating your current position and progress toward your financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Cox Financial Group, please contact us today.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail us at info@coxcornerstone.com or call (817) 341-3333.

 
Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

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.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

More Newsletters →