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Building on Your Financial Dreams With a Personal CFO
As a successful professional or someone with a similar mindset, how are you handling your personal wealth? Wishing makes dreams come true only in Disney...
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What You Need to Know About Giving
Giving is a big buzzword in American culture these days, especially around the holidays. You want to be a person who gives to others, but...
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Presidents, Investments and This Day in History
A favorite quote I like to recall during heated political climes comes from America’s greatest curmudgeon, the late Andy Rooney, when he observed: “It’s just amazing how...
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Women and Wealth: An Update From Kelly Stanley
The Cogent Advisor Wealth Manager Kelly Stanley and her daughter Shannon enjoy some girl time. In July 2015, a little more than a year ago,...
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I Hate (Most) Variable Annuities
As much as I love to partner with families to dramatically simplify their complex financial lives, that’s how much I hate most variable annuities. That’s a lot...
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Pay Fewer Taxes and Boost Returns with Tax-Loss Harvesting
In an alternate universe, perhaps far, far away, there may be markets where no one experiences loss, tax doesn’t eat away at your earnings and...
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Is It Time for That “We’re Not Getting Any Younger” Talk?
If you are in your 60s, give or take, it may seem like only yesterday that you were having “that talk” with your children. You know, the...
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In Defense of the Home Mortgage: Not all Debt is Bad Debt
We believe it’s time to take a fresh look at a timeless question: Is it better to own your home outright or maintain a mortgage? Given all...
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Evidence-Based Fund Selection vs. the Stock-Picking Circus
In a recent Cogent Commentary, “Peering Past the Market’s Peaks and Valleys,” we emphasized how important it is to embrace an evidence-based strategy as a...
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Peering Past the Market’s Peaks and Valleys: Cogent Advice in Video Action
It’s one thing to understand intellectually that, to earn market returns, you must first traverse the peaks and valleys that stand between you and your...
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The Company You Keep, The Advice You Accept
“There are few regulations that smart, motivated targets cannot evade.” — Vanguard founder Jack Bogle Bogle may have said it more succinctly, but “The Market...
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Dimensional’s 2015 Year in Review: A Tale of Risks and Expected Rewards
To counteract some of the stress that the markets have been putting us through lately, we’d like to share a short, upbeat tale with you...
Success should be a reward - not an obstacle
Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.