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Cogent Strategic Wealth

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The Illusion of a Linear Life—and Your Financial Plan
The Illusion of a Linear Life—and Your Financial Plan
“For the simplicity that lies this side of complexity, I would not give a fig, but for the simplicity that lies on the other side of complexity,...
What Are SPACS, NFTs, and Other Jungle Creatures?
What Are SPACS, NFTs, and Other Jungle Creatures?
“The American marketplace is an economic jungle. As in all jungles, you easily can be destroyed if you don’t know the rules of survival. …...
What’s Behind Long-Term Care Insurance and Retirement Planning?
What’s Behind Long-Term Care Insurance and Retirement Planning?
Have you addressed whether you or a loved one might need long-term care (LTC) insurance? If you haven’t, you’re not alone. In all the excitement...
Webinar Recording: Preparing for the Later Years With Long-Term Care Insurance
Webinar Recording: Preparing for the Later Years With Long-Term Care Insurance
If you are in your 40s 50s or 60s, securing your future with Long-Term Care Insurance can be a great way to mitigate risks and...
Cryptocurrency Part 3: How Do You Trade Cryptocurrency?
Cryptocurrency Part 3: How Do You Trade Cryptocurrency?
We covered a lot of ground in Part 1: Understanding Cryptocurrency and Part 2: How Do You Spend Cryptocurrency? of this three-part series on cryptocurrency....
Cryptocurrency Part 2: How Do You Spend Cryptocurrency?
Cryptocurrency Part 2: How Do You Spend Cryptocurrency?
In part 1 of our three-part series, we introduced cryptocurrency in general. Next, let’s explore the challenges and opportunities that exist for those hoping to...
What is Cryptocurrency All About? Part 1 Understanding Cryptocurrency
What is Cryptocurrency All About? Part 1 Understanding Cryptocurrency
It’s hard to scan the financial headlines these days and not spot at least one call to action related to Bitcoin’s latest moves. Has all...
2020 Market Review: An Unprecedented Year
2020 Market Review: An Unprecedented Year
Introducing Dimensional Fund Advisor’s 2020 Market Review Now that 2020 is a little more comfortably in our rearview mirror, what would you say were its...
Webinar: Prepare to Care for Your Aging Parent Before a Crisis
Webinar: Prepare to Care for Your Aging Parent Before a Crisis
None of us want to think about the hurdles we could potentially face in the future. If you have spent your entire life building your...
Investment Stewardship: Dimensional Advocates for Shareholders and Adds Value for Investors
Investment Stewardship: Dimensional Advocates for Shareholders and Adds Value for Investors
The year in review for 2020 shows how an evidence-based investor captured returns the market offered, in spite of the volatility.  Being invested in an...
Webinar: Preparing for the Later Years With Long-Term Care Insurance
Webinar: Preparing for the Later Years With Long-Term Care Insurance
The Basics of Long-Term Care Insurance If you are in your 40s 50s or 60s, securing your future with Long-Term Care Insurance can be a...
A Retirement Planner Tip: Saving Too Much Too Early in the Year Can Hurt Your Retirement
A Retirement Planner Tip: Saving Too Much Too Early in the Year Can Hurt Your Retirement
When it comes to retirement planning and building up the proverbial nest-egg, there are few pieces of advice more universally accepted than “save as much...

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