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.
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.
Pain, Discovery and Prayers Answered: Celebrating 10 Years for Cogent Strategic Wealth
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?
Coronavirus Challenge: What to Do While Waiting Out the Bear Market
We’ve witnessed that the most successful investors were those that had a financial plan and didn’t deviate from that plan when high volatility showed up. Here’s some coverage on what we, you, and the market can do while we hunker down at home, and wait for better days.
Secure Your Finances and Estate Plan in Uncertain Times
The current climate is stressful, especially when you're looking a bear market in the face. In this webinar, fiduciary wealth advisor and personal CFO Michael Evans breaks down what's happened in past crises, the importance of peer-reviewed data, and what you should do in this current market.
Sinking into a Depression from Coronavirus Market Chaos?
Think like The Big Bang Theory’s Executive Producer, Dave Goetsch Instead. “Seeing all the recent headlines about the sudden downturn in the stock market has transported me back to February of 2009, when I was close to anguish. It’s striking how different I feel now.”