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Three Tips for Choosing a 529 College Savings Plan

Parents who want to save tax-free for their children’s college expenses are facing a growing array of choices.  As of the end of last year, according to a Morningstar report, there were over 80 tax-free 529 college savings plans offered by 48 states.  If you feel that a 529...

Is the American Dream Over?

The Washington Post recently reported that for the first time since the 1930s, a majority of Americans are expected to be financially worse off in retirement than their parents. This conclusion, based on research from the U.S. Senate Committee on Health, Education, Labor and Pensions, the New School for...

Should You Avoid Bonds in Today’s Environment?

FINRA, the Financial Industry Regulatory Authority, recently warned investors that in the event of rising interest rates, “outstanding bonds, particularly those with a low interest rate and high duration may experience significant price drops.” Why are bonds facing this risk today and what should investors do as a result?...

The Importance of Long Term Care Planning

According to a recent survey from UBS Wealth Management Americas, long-term care is investors’ greatest personal financial concern.  Donald Jay Korn in On Wall Street (a SourceMedia publication for the financial services industry) reports that more respondents were “highly worried” about “being able to afford healthcare and the support...

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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.