A recent Lunch & Learn presented Larry Swedroe's Five Horsemen of the Retirement Apocalypse so that high-achieving professionals can be educated on the challenges and learn of anecdotes available to alleviate or mitigate them.
The lure of trying to time the market may tempt even long-term investors. But outguessing markets isn’t as straightforward as it sounds.
It is never too late for these six financial best practices to get you started in shoring up your financial life. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around.
By collectively putting our clients’ interests first, we all can achieve more. The relationship serves as a wellspring for our breadth and depth of distinct services using evidence-based investing and our Cogent Course of Action.
You need a wealth advisor who is experienced at adeptly delivering a proven client experience. At Cogent Strategic Wealth, our big-picture aim is to bring key critical components to bear on your financial well-being,
Understanding how income and wealth impact happiness plays an important role in retirement planning. It helps determine both your need to save and how much risk you need to take (how much you need to allocate to risky assets).