Reacting to down markets is a good way to derail progress made toward reaching your financial goals. Keep these 3 lessons in mind during periods of volatility that can help you stick to your well-built plan.
Do you wonder whether stock returns will suffer if inflation keeps rising? Here’s some good news: High inflation isn’t necessarily bad news for stocks. How do you protect your portfolio from inflation?
In its 2021 Market Review, Dimensional once again provides well-reasoned commentary to help us interpret current events, and return our attention to the long view: How to apply long-term planning and systematic process in fast-moving markets.
Congratulations, you’ve been granted Restricted Stock Units (RSUs) and they are about to vest. This can be an important financial opportunity for you and your family, but it also calls for important tax-management and investment decisions if you want to make the most of the benefit.
Cogent’s investment approach is grounded in economic theory and backed by decades of empirical research. It’s an approach we take ourselves, can implement consistently, and our clients can stick with, even in challenging market environments.
How should you think about fixed income investing in a low-interest-rate world to give yourself the best odds of meeting your financial goals?