Category: wealth management
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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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Is Your Financial Advisor a Team Player, Too?
In your busy life, you probably already “get” the value of teamwork in managing your personal wealth. Perhaps, like me, you’ve been inspired by someone...
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What is Fiduciary Advice, and Why Does it Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a...
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