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Protect Your Greatest Financial Asset with Disability Insurance
It may not always feel like it when you drag yourself out of bed each morning, but the fact remains: You and your ongoing ability...
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Financial Elder Abuse: It CAN Happen To You
Anyone who knows me, knows I’m usually a pretty upbeat guy. I like to have fun with these blog posts, even when the subject matter...
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Factor Human Capital Risk into Your Financial Plans
When designing an investment plan and deciding on the appropriate asset allocation, you should make sure to consider your unique ability, willingness and need to...
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2016 Market Review: Score One for Investment Optimism
“If three or five years of returns are going to change your mind [on an investment], you shouldn’t have been there to begin with.” ―Nobel...
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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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