Videos
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Webinar Recording: Prepare to Care for Your Aging Parents Before a Crisis
In today’s webinar, we will host a conversation on taking care of a loved one or our aging parents. Taking care of a spouse or...
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Webinar Recording: Preparing for the Later Years With Long-Term Care Insurance
If you are in your 40s 50s or 60s, securing your future with Long-Term Care Insurance can be a great way to mitigate risks and...
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Video: Find a Financial Advisor Who is on Your Side
Don’t leave your financial future to chance. You have spent your entire life working hard to set your lifestyle at a certain level and accumulating...
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Why Is The Stock Market Doing So Well In The Face Of So Much Poor Economic News?
Unemployment, lower projected profits, pandemic woes–despite all this news, Kevin Grogan explains why the market is doing well–and provides perspective on how to think about...
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Video Recording of Webinar: Smart Money Habits for Young Adults
Decisions to make today, so you can be financially secure tomorrow. We all have goals and dreams for our lives — Traveling, Buying a Home,...
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Video: 7 Questions to Ask Before Hiring a Financial Advisor
How Do You Choose the Right Financial Advisor? If you’re a busy, thriving professional, choosing the right financial advisor is vital for your financial future....
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Kelly Stanley Helping Professionals at Cogent Strategic Wealth for 5 Years
As Kelly Stanley CFP® marks her 5 years with Cogent Strategic Wealth, she reflects on 2020 and how life changes in an instant. She loves...
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How to Stay With an Investment Strategy: Use Science
Life is complicated, especially in today’s COVID-19 environment. You’ve worked hard. You’ve saved and captured your stellar earnings along the way. Naturally, you want to...
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Why You Should Stay With Value Investing (Patience is a Virtue)
“If you stop believing in value [investing], you stop believing in lots of what makes the world go ’round.” — Gerard O’Reilly, Dimensional Fund Advisors As...
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Be Prepared With These 5 Types of Insurance
SCHEDULE A FREE ONLINE CONSULTATION 2020 Has Brought Many Unexpected Events I’m fairly certain 2020 will be a year we will not soon forget. Between...
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Gerard O’Reilly on Why Value?
In these recent videos , Dimensional Co-CEO and Chief Investment Officer Gerard O’Reilly spoke on the performance of value stocks relative to growth stocks, addressing...
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What to Know About Bond Investing in the Current Market
We spend a lot of time talking about equities. But bonds play an important part of our portfolios. Bonds actually play a lot of roles...