Cogent Blog
Our Articles
Here you’ll find our library of personal and business financial articles.
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Investment Lessons From 2022
By Larry Swedroe, Head of Financial and Economic Research, Buckingham Strategic Partners While each year features new twists on the age-old investment stories, smart investors...
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How to Share Your Values with Legacy Letters
As you have just recently gathered with families and friends for the holidays, now is a good time to reflect on your values and the...
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Market Review for 2022: A Lot to Process
One of the reasons we enjoy sharing Dimensional Fund Advisors periodic insights is for the clear-eyed light they shed on market news, whether good or...
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A Practical Guide for Giving in Abundance, Even When Times Feel Scarce
by Michael Evans, Founder & Wealth Manager Like many of the hard-driving professional families I advise, my wife and I come from an abundance mindset....
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Top 3 Action Items on Your Year-End Financial Checklist
by Michael Evans, Founder & Wealth Manager It’s that time of year again. Yes, warm beverages and pumpkin pie come to mind. But so does...
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How to Find an Advisor You Can Trust
by Larry Swedroe, Chief Resource Office, Buckingham Strategic Partners Several years ago, I met with a wealthy widow who had been quite a bit wealthier...
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Are You Tipping the Government by Paying Too Much in Taxes?
by Michael Evans, Founder & Wealth Manager If a powerful genie were to grant us one wish related to your financial well-being, I would wish...
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More Money Has Been Lost Waiting for Corrections Than in Them
by Michael Evans, Founder & Wealth Manager 2022 has been a tough and confusing year for investors. If you’ve been thinking about getting out of...
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3 Crucial Lessons for Weathering the Stock Market’s Storm
KEY TAKEAWAYS Reacting to down markets is a good way to derail progress made toward...
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20 Steps to Take Now to Prepare for a Possible Recession
by Michael Evans, Founder & Wealth Manager Rather than trying to react to market mood swings caused by unexpected inflation and rising interest rates, here...
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Planning for Inspired Career Transitions: Practice Makes Perfect for Successful Professionals
by Michael Evans, Founder & Wealth Manager If there’s a group who has what it takes to live life on their own terms, it’s high-achieving...
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Should Affluent Clients Self-Insure for Long Term Care?
by C. Brant Steck, CFP®, Vice President of BUI One of the most common questions advisors ask relating to long term care insurance for affluent...