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Are You (and Your Financial Plans) Ready To Take a Sabbatical?
“If in your mind it was possible to take a year’s sabbatical from work to reassess your life, what would you do and where would...
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Flexible Trading Provides Real Cost Reductions
Who cares about how the mutual funds or ETFs in your portfolio implement their trading policies? We do! We look to partner with those who...
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Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their...
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How Could Inflation Impact Your Investment Portfolio?
We are sharing the latest video from a new financial video series released by our strategic partner: Buckingham Strategic Partners. You’re not alone if the...
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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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