Category: investment management
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Video: Second Opinion Service – An Objective Assessment of Your Investments
Do you have confidence you are taking the right steps during the current volatility and uncertainty? We are good at helping successful high achievers, like...
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3 Crucial Lessons for Weathering the Stock Market’s Storm
KEY TAKEAWAYS Reacting to down markets is a good way to derail progress made toward...
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How Do You Protect Your Portfolio from Inflation?
by Michael Evans, Founder & CEO of Cogent Strategic Wealth In case you haven’t noticed, inflation—like that Audrey II plant from Little Shop of Horrors—seems...
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Dimensional Fund Advisor’s 2021 Year in Review: A Recovery Amid Challenges
by Michael Evans, Founder & CEO of Cogent Strategic Wealth Ever since David Booth co-founded Dimensional Fund Advisors in his Brooklyn Heights apartment more than...
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Tax Withholding Choices for Your Restricted Stock Units (RSUs)
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...
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Cogent Essential Insights: What Is Evidence-Based Investing?
By Michael Evans, Founder & CEO of Cogent Strategic Wealth How do you invest your money over the long-term? If you are a hard-driving professional...
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Video: Do Low Fixed Income Yields Have You Worried About Retirement?
Given today’s low-yield environment for fixed income, it makes sense to ask what else you can do when it comes to retirement planning and your...
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ESG Investing: It Can Be a Good Investment Strategy
If you could invest in funds that thoughtfully filter for companies’ environmental, social, and corporate governance (ESG) practices without sacrificing expected returns, would you adopt...
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Is There Value in Small Value Stocks?
Swing in Small Value Stocks Shows Benefits of Staying the Course ...
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Flexible Trading Provides Real Cost Reductions
Who cares about how the mutual funds or ETFs in your portfolio implement their trading policies? We do! We look to partner with those who...
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How Could Inflation Impact Your Investment Portfolio?
We are sharing the latest video from a new financial video series released by our strategic partner: Buckingham Strategic Partners. You’re not alone if the...
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Inflation Risk: Is the Wolf at the Door?
Who’s afraid of big, bad inflation? A lot of people are, and not entirely without reason. With the economy starting to recover from the COVID-19...
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