Category: portfolio management
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What Does a Recession Mean For Me and My Portfolio?
A lot of people are stressed right now and have questions related to the economy. Recession concerns have been a fixture in the news lately,...
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Leveraging the Pareto Principle in Your Financial Pursuits
Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into...
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Market Review for 2022: A Lot to Process
One of the reasons we enjoy sharing Dimensional Fund Advisors periodic insights is for the clear-eyed light they shed on market news, whether good or...
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More Money Has Been Lost Waiting for Corrections Than in Them
by Michael Evans, Founder & Wealth Manager 2022 has been a tough and confusing year for investors. If you’ve been thinking about getting out of...
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Webinar: What Should Investors Do Now?
For investors in general, and high-achieving professionals in particular, the past couple of quarters have delivered extra doses of financial and economic uncertainty. In the...
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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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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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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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