Cogent Blog
Our Articles
Here you’ll find our library of personal and business financial articles.
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2020 Market Review: An Unprecedented Year
Introducing Dimensional Fund Advisor’s 2020 Market Review Now that 2020 is a little more comfortably in our rearview mirror, what would you say were its...
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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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A Retirement Planner Tip: Saving Too Much Too Early in the Year Can Hurt Your Retirement
When it comes to retirement planning and building up the proverbial nest-egg, there are few pieces of advice more universally accepted than “save as much...
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Set Priorities and Optimize Debt to Balance Out Uncertainty
To look back on 2020 and say it was a challenging year would be an understatement. Uncertainty was a theme, stimulus debates took center stage,...
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How HSAs Can Boost Your Retirement Savings and Offer Triple Tax-Free Benefits
Have you heard about Health Savings Accounts (HSAs)? If you are a high-end earner, you might assume an HSA isn’t ideal for you. But before you dismiss...
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3 Steps to Take When Building Wealth Now So You Can Make the Most of it Later
Do you have what it takes to make the most of your lifetime wealth? If you’re on track financially, that’s a big part of the...
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Give the Gift of Long-Term Happiness
We’ve all seen the pictures: Kids in their pajamas sitting amongst dozens of presents stacked high around them, massive grins on their faces as they...
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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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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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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...