Category: wealth management
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Why Low Risk Investments Are Risky Business
We see it often: Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market, and into “safe haven” investments...
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Cogent and Buckingham Strategic Partners: The Right Fit for Your Wealth Management
When it comes to financial service providers, good balance is hard to find. Hire a huge conglomerate, and you risk becoming just another row on...
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Meet Cogent’s New Client Relationship Specialist Liz Winkle
If there’s one thing we love, it’s a sense of adventure. We’re also fond of familiar faces. On both counts, we’re delighted to welcome Elizabeth...
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What’s Missing From Your Financial Experience?
In the course of our business, we talk to a lot of people about their financial experience so far. You know what we often find...
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Does Strategic Wealth Management Include Mutual Funds?
Every year, Dimensional Fund Advisors analyzes the mutual fund landscape to find out how many funds outperform benchmarks after costs. Upon analyzing thousands of funds,...
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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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Attorneys Aren’t Stupid
Last month, we covered how attorneys aren’t omnipotent, at least not all by themselves. At work and for your wealth, effective networking and team power...
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Get Your Own Financial Prescription
As much as I value the unfettered access to information the internet provides, I recognize the potential harm that too much information can cause. Take,...
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Kelly Stanley: Creating a Fulfilling Career With a Little Luck and a Lot of Planning
As we’ve covered before, most people’s human capital – their career – contributes at least as much to their financial goals as their investments ever...
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Financial Planning for Attorneys: 3 Steps Toward Greater Goals
Let’s begin with an analogy. Say you have three children. Now, imagine someone asked you which one was your favorite. You couldn’t possibly answer that,...
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The Tao of Wealth Management
The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for...
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.