COGENT INVESTOR LOYALTY STUDYDear Client, The most meaningful measure of how well I’m serving my clients is whether I exceed their expectations in delivering the...
Five Strategies For Tax-Efficient InvestingSavvy investors have long realized that what their investments earn after taxes is what really counts. After factoring in federal income and
Do I Need Life Insurance?One question I often receive from clients, prospects, friends and family members is around life insurance. They ask do I need it and if...