As Kelly Stanley CFP® marks her 5 years with Cogent Strategic Wealth, she reflects on 2020 and how life changes in an instant. She loves guiding clients through life's transitions and helping them live their best lives though all of life's challenges.
What does a team approach add to the mix? Even the smartest, most experienced advisor is human, like anyone else. To avoid succumbing to myopic decision-making, it’s a wise person who routinely stress-tests his or her thought processes, seeking the input of others to objectively validate or refute good or bad ideas.
A recent SEC overhaul has downplayed rather than strengthened the significance of fiduciary with a new industry standard, paradoxically called “Regulation Best Interest.” It has become harder instead of easier for you to know when you are receiving this level of care … and just as significantly, when you are not.
Join us in celebrating with Kelly this important milestone in her career as we applaud her professionalism, admire her dedication and value her friendship.
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.
We all experience pain and loss in our lives. But I believe in turning missteps into learning moments by reflecting on how to avoid them moving forward. So over time, I asked myself: What can I do differently in the future? How can I prevent this from happening again?