Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Share:
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...
Success should be a reward - not an obstacle
Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.