The Cockfield Family Office

05/29/2026

Are you a financial professional that does not manage investments? (Insurance, Accounting, Lending, or even an Influencer) We would like to help you build a financial planning practice. Here is a link to a presentation that will give you more information:

Check out this Presentation designed by Lorriane Barboza.

04/07/2026

Did you know? In 2025, you can reduce your taxable income by $70,000+ and qualify for up to $15,000 in tax credits just by offering a retirement plan.

It’s not just a benefit for employees—it’s a powerful strategy for business owners too.

Start now and stay ahead.

To be introduced to both a financial planning team and an accounting team for your business, comment with the word “401K” and we will send you a link.

Source: irs.gov

09/06/2024

In my opinion, whatever happens in the securities markets today will be very closely tied to the jobs report at 8:30 am. Below is prediction info (courtesy of CNBC) about what is expected at 8:30 am. Job losses are increasing as the economy is slowing, but I think it is important to point out that the economy is slowing because the Federal Reserve is intentionally slowing the economy with the last year’s interest rate increases. The good news about the economy being slowed down (on purpose) by the Federal reserve is that the economy is still “massagable”(I think I just created a word) and when inflation has come down to a point that the Fed is comfortable, they can reduce interest rates from the current “restrictive” position to a more normal or “neutral” position. I think that neutral position will be achieved when the Fed gradually reduces the Fed funds rate down .75% or 1.0% lower over the next 6 months, but some argue the Fed should reduce interest rates by a full 2% or more. I believe that even If the Fed allows the US economy to go into a recession (messured by 2 consecutive quarters of negative GDP) in order to curb inflation, it will be a mild recession necessary and not a big deal long term for my clients portfolios. I think the more likely scenario is the US avoids a recession and the lower interest rates coming this fall and winter bolster stocks and real estate higher.

05/16/2024

In the short term it seems scary sometimes, but over the long term (10 years or more), investing in publicly traded companies has been the best way to create and grow wealth.

11/11/2023

We would love to help you ensure that you keep winning, even if the economy slows.

Thursday, November 9, 2023

04/03/2023

“The best investment you can make is an investment in yourself. The more you learn, the more you’ll earn.” - Warren Buffet

We couldn’t have said it better ourselves.

So now we’d like to ask you:

How will you invest in your financial future?

03/29/2023

So you want to start investing but have no idea where to begin?

Totally OK — we happen to be experts on the subject ;)

So here are some of our top tips to get you started in the investment game!

1. Don’t put all your eggs in one basket.
Economic instability messes with the market, and the people who invest all of their money into one specific stock usually bear the biggest losses.
So diversify your portfolio! You can do this by putting your funds into different asset classes to limit your risk of financial loss.

2. Consistency is key.
A regular investment schedule is crucial for your wealth to grow and to start seeing returns on those investments.
Your best bet is to set a specific amount to invest month-to-month or every quarter.

3. Keep things simple.
Financial investment can be very time consuming. At this point, we’ve spent so many hours scouring the stock market that we’ve lost count.
That said, there are steps you can take to stay on schedule and effectively manage the time you spend investing. For example, you can set up automatic contributions to guarantee you invest a set amount every month.

With these tips in mind, you’ll be well on your way to building your wealth — but send us a message or leave a comment down below if we can be of service :)