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More Money Has Been Lost Waiting for Corrections Than in Them
by Michael Evans, Founder & Wealth Manager 2022 has been a tough and confusing year for investors. If you’ve been thinking about getting out of...
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Video: How Working With an Objective Advisor Can Make a Difference
So what’s really important for you? How do you build a plan based around the evidence that’s out there and how do you apply it...
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Webinar: What Should Investors Do Now?
For investors in general, and high-achieving professionals in particular, the past couple of quarters have delivered extra doses of financial and economic uncertainty. In the...
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Webinar: What Should Investors Do Now?
For investors in general, and high-achieving professionals in particular, the past couple of quarters have delivered extra doses of financial and economic uncertainty. In the...
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Video: Second Opinion Service – An Objective Assessment of Your Investments
Do you have confidence you are taking the right steps during the current volatility and uncertainty? We are good at helping successful high achievers, like...
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3 Crucial Lessons for Weathering the Stock Market’s Storm
KEY TAKEAWAYS Reacting to down markets is a good way to derail progress made toward...
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Video: How a Guide Can Help Your Financial Life
At Cogent Strategic Wealth, we educate our clients on their choices. As the leader of your family, you get to decide what is best for...
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20 Steps to Take Now to Prepare for a Possible Recession
by Michael Evans, Founder & Wealth Manager Rather than trying to react to market mood swings caused by unexpected inflation and rising interest rates, here...
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Webinar: Career Transitions – Beyond the Financials
As a high-achieving professional, who is looking to live life on your terms, it is immensely better to follow a life planning process BEFORE you...
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Planning for Inspired Career Transitions: Practice Makes Perfect for Successful Professionals
by Michael Evans, Founder & Wealth Manager If there’s a group who has what it takes to live life on their own terms, it’s high-achieving...
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Should Affluent Clients Self-Insure for Long Term Care?
by C. Brant Steck, CFP®, Vice President of BUI One of the most common questions advisors ask relating to long term care insurance for affluent...
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Webinar: Career Transitions – Beyond the Financials
As a high-achieving professional, who is looking to live life on your terms, it is immensely better to follow a life planning process BEFORE you...
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