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Cox Global Associates, Inc. - Financial Advisors

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United States
Katy, TX
Cox Global Associates, Inc. - Financial Advisors

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Cox Global Associates, Inc. is an Investment Advisory Firm registered with the State of Texas. FINRA, SIPC.

We focus on a “long-term, disciplined investment approach” for individual and corporate clients. Securities and Advisory Services are offered through Geneos Wealth Management, Inc.

11/03/2026

Now through year-end is the time to consider tax-loss harvesting in your brokerage accounts. Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have.

While this doesn't get rid of your losses, it can help you manage your tax liability.
Learn more:

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

10/29/2026

According to a recent report, total dollars lost due to identity fraud in 2025 were $27.3 billion and affected 18 million victims.
* Be leery of IRS letters that look very real. Call a number to verify it that you find separate from the letter.
* Scammers are utilizing QR Codes in order to steal your information. Verify any code independently.
* NEVER agree to pay a government entity or police officer with gift cards.
* Check your bank and brokerage account balances often, there are new and creative ways being used in an attempt to hack your account. The sooner you catch a discrepancy the better!

Share this with your college age/young adult children and your senior-age relatives. They are targets and trust easily! Learn more here:

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

10/27/2026

Check out the Knowledge Center on CoxGlobalWealth.com for information that's important to you!

You'll find:
* Market Updates
* What to do if you are the Executor of an Estate
* Information for Small Business Owners
* The Ins and Outs of a 529 Plan
* Retirement Calculators and much more!

Visit the Knowledge Center here: https://www.coxglobalassociates.com/useful-links

10/06/2026

Effort does not always equal results, let time do the heavy lifting! Learn more: https://www.coxglobalassociates.com/resource-center/money/saving-early-and-letting-time-work-for-you

10/01/2026

A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cybersecurity connect to your broader financial picture? What steps are you taking at home and with your business?

09/30/2026

A recent survey found that 24% of workers are very confident about having enough money to live comfortably through their retirement years. Are you? Learn more about catching-up on your contributions:

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

09/24/2026

"The U.S. Federal Reserve’s decision to raise interest rates by a quarter percentage point this week marks a significant shift in monetary policy as the central bank seeks to dampen war-induced inflationary pressures. Although it’s the first time the Fed has hiked rates since July 2023, in some respects it represents..."

09/23/2026

This time last year we recorded a discussion we had with Lee Ammer of OG Benefits about Long-Term Care. It's worth a listen if you are ready to review your situation and think about the costs of long-term care in retirement. Let us know if we can help you plan, 281-395-8300.

This is a discussion between Cox Global's financial planning expert...

09/21/2026

Retirement Strategies for Small Business Owners... You may want to check out this paper of ours that shows small business owners what they should be paying attention to; their situation is unique. Find it here in our Knowledge Center and let us know if you want to talk: https://www.coxglobalassociates.com/useful-links

09/19/2026

What is a fiduciary financial advisor, and why does it matter?

Learn the truth about what it means to be a fiduciary advisor and other important questions you should be asking: https://www.coxglobalassociates.com/frequently-asked-questions

Address

1260 Pin Oak Road, Suite 204
Katy, TX
77494

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+12813958300

Website

http://www.coxglobalassociates.com/

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