Category: wealth management
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Are You (and Your Financial Plans) Ready To Take a Sabbatical?
“If in your mind it was possible to take a year’s sabbatical from work to reassess your life, what would you do and where would...
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Building Robust Processes in Fixed Income
In the first of a four-part series on real-world fixed income investing, Dave Plecha, Global Head of Fixed Income at Dimensional Fund Advisors, discusses the...
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Do Downturns in the Stock Market Lead to Down Years?
Stock market declines over a few days or months may lead investors to anticipate a down year. But the US stock market had positive returns...
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Congratulations to Kelly Stanley: Now a Cogent Partner
Kelly Stanley, CFP® was such a good fit when she joined Cogent Strategic Wealth in 2015, it’s hard to remember what it was like without...
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The Next Normal by David Booth, Dimensional Fund Advisors
A year ago, at the end of March 2020, the S&P 500 was down nearly 20%1 and the world was scrambling into lockdown. Many experts...
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It’s a Bumpy Road to the Stock Market’s Long-Term Average
What is the Long-Term Average of the Stock Market? There has never been a simpler, more compelling one-page insight in the true nature of volatility...
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The Illusion of a Linear Life—and Your Financial Plan
“For the simplicity that lies this side of complexity, I would not give a fig, but for the simplicity that lies on the other side of complexity,...
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Investment Stewardship: Dimensional Advocates for Shareholders and Adds Value for Investors
The year in review for 2020 shows how an evidence-based investor captured returns the market offered, in spite of the volatility. Being invested in an...
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Video: Find a Financial Advisor Who is on Your Side
Don’t leave your financial future to chance. You have spent your entire life working hard to set your lifestyle at a certain level and accumulating...
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Lasting Lessons for Long-Term Investors: A Tale of Two Decades
You’ve probably noticed, the markets have been an unnerving place in which to invest lately, especially for successful professionals with significant wealth. Nobody enjoys feeling...
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3 Upside-Down Investment Insights for Success
As 2020 gasps toward the finish line, it’s likely we all feel a little beat up by the chaos and uncertainty characterizing this extraordinary year....
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Kelly Stanley Helping Professionals at Cogent Strategic Wealth for 5 Years
As Kelly Stanley CFP® marks her 5 years with Cogent Strategic Wealth, she reflects on 2020 and how life changes in an instant. She loves...
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