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Inflation Risk: Is the Wolf at the Door?
Who’s afraid of big, bad inflation? A lot of people are, and not entirely without reason. With the economy starting to recover from the COVID-19...
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Building Robust Processes in Fixed Income
In the first of a four-part series on real-world fixed income investing, Dave Plecha, Global Head of Fixed Income at Dimensional Fund Advisors, discusses the...
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Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or...
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Webinar Recording: Bolster Your Health WELLth for a Better Future
Bolster Your Health WELLth for a Better Future. Investing in your health now will pay dividends for the rest of your life. Coming off an...
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Building Your WELLth and Achieving Health Through Your Daily Habits
We interrupt our regularly scheduled financial conversations to cover a subject that’s even more important than your money. How are YOU holding up? Even...
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Do Downturns in the Stock Market Lead to Down Years?
Stock market declines over a few days or months may lead investors to anticipate a down year. But the US stock market had positive returns...
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Congratulations to Kelly Stanley: Now a Cogent Partner
Kelly Stanley, CFP® was such a good fit when she joined Cogent Strategic Wealth in 2015, it’s hard to remember what it was like without...
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Webinar: Bolster Your Health WELLth for a Better Future
Coming off an unprecedented year of stress, uncertainty and upheaval, are you thinking about how to move back into a life focused on positive health...
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The Next Normal by David Booth, Dimensional Fund Advisors
A year ago, at the end of March 2020, the S&P 500 was down nearly 20%1 and the world was scrambling into lockdown. Many experts...
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5 Steps to Take to Prepare to Care for Aging Parents … Before It’s a Crisis
Taking care of aging parents is one of the most important, daunting, and demanding roles many of us face in our lifetime. Unfortunately, it’s also...
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It’s a Bumpy Road to the Stock Market’s Long-Term Average
What is the Long-Term Average of the Stock Market? There has never been a simpler, more compelling one-page insight in the true nature of volatility...
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Webinar Recording: Prepare to Care for Your Aging Parents Before a Crisis
In today’s webinar, we will host a conversation on taking care of a loved one or our aging parents. Taking care of a spouse or...
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