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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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Kid Off to College Soon? A Parent-Student Contract Makes Expectations Clear
by Michael Evans, Founder & Wealth Manager As much as we parents would love to keep our children wrapped in a cozy cocoon until their...
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5 Ways Women Can Take Control of Their Finances
Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size...
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How Do You Protect Your Portfolio from Inflation?
by Michael Evans, Founder & CEO of Cogent Strategic Wealth In case you haven’t noticed, inflation—like that Audrey II plant from Little Shop of Horrors—seems...
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How Do You Measure Success? Measuring the GAIN To Bridge the Over-Achiever GAP
by Michael Evans, Founder & CEO of Cogent Strategic Wealth If hard-driving professionals like us had a theme song, it might be the Rolling Stones’...
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Dimensional Fund Advisor’s 2021 Year in Review: A Recovery Amid Challenges
by Michael Evans, Founder & CEO of Cogent Strategic Wealth Ever since David Booth co-founded Dimensional Fund Advisors in his Brooklyn Heights apartment more than...
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Tax Withholding Choices for Your Restricted Stock Units (RSUs)
Congratulations, you’ve been granted Restricted Stock Units (RSUs) and they are about to vest. This can be an important financial opportunity for you and your...
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12 Bold Financial Moves for the 12 Months in 2022
By Michael Evans, Founder & CEO of Cogent Strategic Wealth Fortune favors the bold, right? As an intrepid entrepreneur, I’ve long embraced this adage. For...
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Team Member Spotlight: Liz Winkle
We are so lucky to have Liz on our team. Not only is she an all-around great person and easy to get along with, but...
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Cogent Essential Insights: What Is Evidence-Based Investing?
By Michael Evans, Founder & CEO of Cogent Strategic Wealth How do you invest your money over the long-term? If you are a hard-driving professional...
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Video: Do Low Fixed Income Yields Have You Worried About Retirement?
Given today’s low-yield environment for fixed income, it makes sense to ask what else you can do when it comes to retirement planning and your...
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