Category: women & wealth
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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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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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Women and Wealth: An Update From Kelly Stanley
The Cogent Advisor Wealth Manager Kelly Stanley and her daughter Shannon enjoy some girl time. In July 2015, a little more than a year ago,...
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.