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Would You Save More If You Knew How Much It Would Be Worth?

Two recent studies, one at the National Bureau of Economic Research (NBER) and the other at The Center for Retirement Research at Boston College, found that when people are better informed about what their savings will be worth in the future, they save more.  Although both studies focused on...

Four Tips For Avoiding Being Ripped Off By Your Financial Adviser

By now everyone has heard of Bernie Madoff and his $50 billion (with a ‘B!’) investment scam. Unfortunately, although his scam was by far the biggest ever uncovered, he was hardly alone. There’s Roberto Heckscher, who allegedly bilked $50 million from mostly elderly investors over a thirty-year period. And,...

Donating to Charity? Here’s How to Ensure Getting a Tax Deduction

Are you planning to make a donation to a charity this year? If so, you may be able to take a deduction for it on your 2012 tax return. Here are the top 10 things the IRS wants every taxpayer to know before deducting charitable donations. 1. Charitable contributions...

Are Financial Planners Only For Risk Takers?

A recent article by Jason Zweig in the Wall Street Journal, based on an analysis of data from the Federal Reserve’s Survey of Consumer Finances by Sherman Hanna of Ohio State University, noted that 25% of U.S. households currently use a financial planner, up from 21% in the late...

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2225 E. Bayshore Road
Suite 200
Palo Alto, CA 94303

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Cognizant Wealth Advisors is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.