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What’s In Your IRA?

Pardon me for paraphrasing a catch phrase from a ubiquitously marketed credit card.  But were you aware that you actually have a lot of flexibility in terms of the investments you can choose to put into an IRA?  Besides stocks, bonds, mutual funds, and ETFs, you can invest in...



What Did You Expect?

I was speaking with my friend Lisa the other day.  She was upset that she had not gotten a better return on her investments in 2017.  “Apple was up over 40%,” she complained, “but I only got 13%.”  Ironically, this was the very same person who was panicking...



The Fourth Bitcoin Myth

As a follow up to my post a couple of weeks ago on the three biggest Bitcoin myths (see http://www.cognizantwealth.com/2017/12/15/the-three-biggest-bitcoin-myths/), the Securities and Exchange Commission (SEC) has just warned investors about one more risk of which they need to be cognizant. Myth #4: Investing in Bitcoins is safe. The...




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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.