Category: Videos
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Reuniting You and Your Money
How to create a plan to reach your financial goals. Cogent Strategic Wealth Founder and CEO Michael Evans, shares how he experienced some of the same...
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Markets Rewarding Discipline
Major market events lead many investors to wonder whether they should make adjustments to their portfolios. Even though these events feel frightening in the moment...
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How Much Do You Need to Save for Retirement?
When thinking about how much to save for retirement there are two factors to consider. When you start saving and how much you earn. Begin...
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Is Investing a Science?
The market is unpredictable; however, there is a mountain of data and proven practices when it comes to investing. If you haven’t started investing, you...
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What’s the Big Deal about Big Ideas?
We tend to go on a lot about evidence-based investment management, and how important it is for investors to approach the market from the right...
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The Value of Investing Based on Academic Research
Simplify Your Financial Life with Evidence-Based Investing Featuring our friend and colleague, BAM ALLIANCE Director of Research Larry Swedroe, this video explores the vital role...
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Build Financial Confidence and Focus on What You Love
How do you maintain financial confidence, especially when your investment strategy is being put to the test by challenging markets? A great place to begin...
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How to Choose the Best Financial Advisor for YOU
We want to underscore how important it is to think of your wealth as going well beyond the dollars involved. A true wealth advisor goes...
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What is the Essence of Being a Fiduciary Advisor?
The very first question and most significant for you to ask when searching for a potential advisor, (see our recent post on 15 questions), is:...
Success should be a reward - not an obstacle
Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.