Cox Global Associates, Inc. - Financial Advisors

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Free Retirement Analysis Do you still feel confident about your future and your retirement scenario? If you are struggling feeling like your investments just aren’t doing what you’d...

Wishing you a blessed 2026!!

Happy holidays to you and your loved ones!

Did you make some money on your long-term investments (held longer than 1 year) that you've sold in 2025? Use this capital gains tax estimator to get an idea what tax you might have to pay and take the time to see if there are places to offset those taxes before the end of the year.

Remember, short-term gains, or gains made in less than one year, are taxed at ordinary income tax rates. Use the tax estimator here:

Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.

Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as short-term gains (a gain realized on an asset held one year or less) or long-term gains (a gain realized on an asset held longer than one year).

These types of gains are taxed (real estate follows unique rules, ask your accountant about managing your capital gains).! Learn the difference between them and how that might impact your tax bill next year.

Learn more:

A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.

Get your Year-End Financial Checklist on our website! Be sure you are ready to start off 2026 on a good foot!

Saving and Investing Information and Events by Cox Global Associates Review our financial education items for various personal finance and saving topics such as; retirement, investing, lifestyle, money and spending, taxes, insurance, and estate planning.

Explore what to do with retirement accounts when you move on from your job.

Retirement Accounts When You Change Your Job This video explores what to do with retirement accounts when you move on from your job.

Did you take your required minimum distribution (RMD) already this year? Learn who has to take RMDs and how to find out how much you need to take out of your retirement accounts here:
https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds

What should you do with your retirement accounts when you move on from your job? Learn more below or call us at 281-395-8300.

Retirement Accounts When You Change Your Job This video explores what to do with retirement accounts when you move on from your job.

As AI develops in the personal finance space you're more likely to find apps that can consolidate all your financial information in one place. While that sounds really enticing, there are some things to think about before linking every account you have. Learn more:

Is it safe to link your bank accounts to financial tools and apps? Many helpful tools and platforms allow you to link bank account information for a streamlined experience. But is it safe to do so?

In 2024, the average work bonus was roughly 2.8 percent of the worker's annual salary, across all industries. What would you do with yours?

What Will You Do With Your Bonus or Windfall? This article examines one's options when receiving a work bonus or other financial windfalls.

The growth of exchange-traded funds (ETFs) has been explosive. In 2006, there were less than 1,000; by 2024, there are 10,000 investing in a wide range of stocks, bonds, and other securities and instruments. Learn the difference between and ETF and a mutual fund:

Mutual Funds vs. ETFs Exchange-traded funds have some things in common with mutual funds, but there are differences, too.