Our Cohesive Approach
At Cohesion Wealth Advisors, we have extended our experience and network of professionals to provide a high tier of service to a wider range of individuals. We are one of the few advisors in Dallas that is able to do what we do — offer the professional services of an in-house CPA, an attorney team, and financial advisors to families and individuals that are ready to take control of their finances.
We commit to challenging conventional, product-centric financial firms and methods by providing you with innovative, customer-focused strategies to improve your family’s tax efficiencies. We do this by putting you at the heart of our business and by developing our relationship based on trust.
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Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.