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Is Your Financial Advisor a Team Player, Too?
In your busy life, you probably already “get” the value of teamwork in managing your personal wealth. Perhaps, like me, you’ve been inspired by someone...
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What is Fiduciary Advice, and Why Does it Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a...
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3 Factors to Consider When Choosing Bonds for Your Portfolio
The current low interest rate environment has many investors reaching for yield by moving into longer-term, lower-quality bonds. But the fruits of that decision might...
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How to Stay With an Investment Strategy: Use Science
Life is complicated, especially in today’s COVID-19 environment. You’ve worked hard. You’ve saved and captured your stellar earnings along the way. Naturally, you want to...
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2 Approaches to Get Back in the Market if You’ve Been Out
If markets have recently hit all-time highs, investors may wonder whether they have already missed the best returns and so ought to wait for a...
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Congratulations Kelly Stanley CFP® MBA on 5 Years With Cogent
Kelly Stanley marked her five-year anniversary as a wealth advisor with Cogent Strategic Wealth this past week. After years of working in corporate finance, Kelly...
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Why You Should Stay With Value Investing (Patience is a Virtue)
“If you stop believing in value [investing], you stop believing in lots of what makes the world go ’round.” — Gerard O’Reilly, Dimensional Fund Advisors As...
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Be Prepared With These 5 Types of Insurance
SCHEDULE A FREE ONLINE CONSULTATION 2020 Has Brought Many Unexpected Events I’m fairly certain 2020 will be a year we will not soon forget. Between...
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10 Things You Absolutely Need to Know About Life Insurance
Life insurance is one of the pillars of personal finance, deserving of consideration by every household. I’d even go so far as to say it’s...
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5 Types of Insurance to Protect You and Your Family
You have financial goals to reach, but how do you make sure your investments and finances are aligned with your goals? And how do you...
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Large and In Charge? Giant Firms Atop the Stock Market is Nothing New
A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1?...
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Be Positively Skeptical Part 3: Check the Facts Before You Act
“You can outsource expertise but never your understanding, especially when it comes to your finances.” — Ben Carlson, “Don’t Fall For It” As we covered in...
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