Congratulations Kelly Stanley CFP® MBA on 5 Years With Cogent
Join us in celebrating with Kelly this important milestone in her career as we applaud her professionalism, admire her dedication and value her friendship.
Why You Should Stay With Value Investing (Patience is a Virtue)
Value investing is one of those two-sided risk/reward coins where no risk = no expected returns. Unfortunately, it’s been taking its time to show up “heads” for value investors, tempting many to abandon the strategy altogether.
8 Best/Worst Wealth Strategies During Coronavirus
For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting routines you have long taken for granted to get you to or keep your wealth as high-achieving as you are.
Be Prepared With These 5 Types of Insurance
Because we do not know what tomorrow holds, we want you to be prepared for whatever life throws at you. In order to protect your loved ones and your assets you've worked so hard to accumulate, we strongly encourage you to review all of your insurance policies to ensure you have adequate coverage in place.
10 Things You Absolutely Need to Know About Life Insurance
Life insurance is one of the pillars of personal finance, deserving of consideration by every household. And vital for most. Yet, despite its nearly universal applicability, there remains a great deal of confusion, and even skepticism, regarding life insurance.
5 Types of Insurance to Protect You and Your Family
You need to build a plan to accomplish all of your goals. But what happens if life throws you a curveball? In order to safeguard your investments and finances, we recommend adding these 5 types of insurance to your wealth strategy.