Category: investment management
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How to Preserve Your Wealth With a Better Investing Process
I’m Michael Evans, Founder, and CEO of Cogent Strategic Wealth. In my past career, I was a successful trader. In that career, I was fortunate...
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Building Wealth as a Busy Professional
As a busy, thriving professional, your life is going at a breakneck pace. At the same time, you want to build wealth for the future....
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Are Your Politics Affecting Your Investment Results?
The fourth quarter of 2018 was a pretty miserable one for investors, with the S&P 500 Index losing 13.5%. And it was looking a lot...
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Attorneys: You Think Differently
What’s the worst that could happen? Your average person doesn’t worry so much about this question. Lucky them! As an attorney, you probably live by...
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Getting to the Point of a Point
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow...
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Do Surprises Really Move Markets?
French economist Louis Bachelier long ago remarked: “Clearly the price considered most likely by the market is the true current price: if the market judged...
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Attorneys Aren’t Stupid
Last month, we covered how attorneys aren’t omnipotent, at least not all by themselves. At work and for your wealth, effective networking and team power...
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2018 Year in Review: Objectivity by Dimensional Fund Advisors
If there’s one thing Dimensional Fund Advisors is unlikely to ever be accused of, it’s having a flair for the dramatic. Then again, that’s why...
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Get Your Own Financial Prescription
As much as I value the unfettered access to information the internet provides, I recognize the potential harm that too much information can cause. Take,...
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An Homage to John “Jack” Bogle
On January 16th, Vanguard founder John “Jack” Bogle, passed away at age 89 in his Bryn Mawr home. In my own pursuit to develop a...
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6 Financial Best Practices for 2019
So, are you ready to get a jump on 2019? Around this time last year, we shared a list of 10 financial best practices for...
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Why Asset Location Makes a Difference in Your Portfolio
The first decision you make with respect to your portfolio is its asset allocation, or the mix of stocks and bonds. This initial step is...
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