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Cogent Strategic Wealth

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Dimensional’s 2014 Year in Review: World Views Generate Nothing New for Investors
Dimensional’s 2014 Year in Review: World Views Generate Nothing New for Investors
According to Dimensional Fund Advisors’ 2014 Review, two non-U.S. developed countries (in the MSCI Index) experienced 2014 annual returns of +22.77% and –22.04% in seesaw fashion. Can...
Creating an Investment Policy Statement: Resolving Conflicts
Creating an Investment Policy Statement: Resolving Conflicts
After you and your advisor have analyzed your ability, willingness and need to take risk, you may realize that there are some conflicts that need...

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