Category: investment management
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Do You Have a Full Line-Up in Investing?
Here at Cogent we try to keep the financial jargon to a minimum. But even where we may succeed, you’re likely to encounter references elsewhere...
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Attorneys: Not Every Risk is Worth Avoiding
Here we continue our series for attorneys and how they can overcome their unique financial challenges. Read about Challenge 1: Time is NOT on an attorney’s side. Read...
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Connect Your Career to Your Financial Capital
Part 1: What’s Your Human Capital Worth to You? Most of us spend plenty of time thinking about how much our wealth matters to us....
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Timely Spotlight on the Market’s Peaks and Valleys
Today’s post may be one of my favorites, not only for its direct message, but because of the story behind it. I happened to write...
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Valuable Financial Coaching for the Young Adult
By day, I love my job as wealth coach to grown-ups. On weekends and evenings, for over 12 years when my three children were in...
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How to Make Rebalancing Valuable to You
If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if we told you there...
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Perspective: Our Annual Year in Review for 2017
Happy New Year! With 2017 in the rearview mirror, we’re pleased to reflect on – and share with you – a newly released Dimensional Fund Advisors...
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How Our Survival-Mode Brains Trick Us Into Poor Financial Decisions
We’ll wrap our series, the ABCs of Behavioral Biases, by repeating our initial premise: Your own behavioral biases are often the greatest threat to your financial...
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Is As Goes January, So Goes the Year?
As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the...
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Cryptocurrency: What Is It All About?
Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently....
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What You Can Learn from a Wealth Advisor: Michael Evans’ Story, Part 2
In a previous blog, we shared some of the lessons Michael Evans’ learned in the school of hard knocks. Our goal was the help you...
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What Behavioral Biases Could be Harming Your Financial Life?
We’re coming in for a landing on our alphabetic run-down of behavioral biases. Today, we’ll present the final line-up: sunk cost fallacy and tracking error...
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