Cogent Blog
Our Articles
Here you’ll find our library of personal and business financial articles.
Share:
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...
Share:
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....
Share:
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...
Share:
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...
Share:
3 Factors to Consider When Choosing Bonds for Your Portfolio
The current low interest rate environment has many investors reaching for yield by moving into longer-term, lower-quality bonds. But the fruits of that decision might...
Share:
2 Approaches to Get Back in the Market if You’ve Been Out
If markets have recently hit all-time highs, investors may wonder whether they have already missed the best returns and so ought to wait for a...
Share:
Congratulations Kelly Stanley CFP® MBA on 5 Years With Cogent
Kelly Stanley marked her five-year anniversary as a wealth advisor with Cogent Strategic Wealth this past week. After years of working in corporate finance, Kelly...
Share:
10 Things You Absolutely Need to Know About Life Insurance
Life insurance is one of the pillars of personal finance, deserving of consideration by every household. I’d even go so far as to say it’s...
Share:
5 Types of Insurance to Protect You and Your Family
You have financial goals to reach, but how do you make sure your investments and finances are aligned with your goals? And how do you...
Share:
Large and In Charge? Giant Firms Atop the Stock Market is Nothing New
A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1?...
Share:
Be Positively Skeptical Part 3: Check the Facts Before You Act
“You can outsource expertise but never your understanding, especially when it comes to your finances.” — Ben Carlson, “Don’t Fall For It” As we covered in...
Share:
How to Be Positively Skeptical: Part 2 How Do You Do Your Due Diligence?
“All media shares one thing: Someone created it. And it was created for a reason. Understanding that reason is the basis of media literacy.” ...