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Politicians: Improve It, Don’t Eliminate It!

Suppose you have a hot water heater in your home that works only intermittently.  You go to your local Home Depot only to find that they won’t have a replacement model available for six months.  Would you wait until the replacement is available before removing the old unit, or...



Does Rebalancing Really Work? Part 2

Ask any financial planner about rebalancing your investment portfolio and he or she will invariably tell you it’s a good thing.  Indeed, there’s a popular cant that goes something like “if you don’t rebalance your portfolio periodically, the market will do it for you.”  In 2015 I posted an...



Impact of Trump’s Fiduciary Rule Delay

President Trump today ordered that the Department of Labor’s Fiduciary Rule – scheduled to begin implementation on April 10th – be delayed pending a review by his administration.  What impact is this expected to have on consumers? Some background first.  When it came to providing investment advice prior to...




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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.