Lasting Lessons for Long-Term Investors: A Tale of Two Decades
Let’s explore what we can learn from the not-too-distant past known as “the Lost Decade” of the 2000s. It reveals quite a different story than the 2010s had in store for investors.
3 Upside-Down Investment Insights for Success
Sometimes, the keys to investment success can seem counterintuitive at first. So let’s take a closer look at a trio of weird, but wonderful “upside-down” investment insights for interesting times.
Kelly Stanley Helping Professionals at Cogent Strategic Wealth for 5 Years
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.
Is Your Financial Advisor a Team Player, Too?
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.
What is Fiduciary Advice, and Why Does it Matter (Now More Than Ever)?
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.
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.