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Blog

A mountain range
Jacob Klein | Jun 11, 2025

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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A crate overflowing with a harvest of vegetables.
Jacob Klein | Jun 11, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.
Jacob Klein | Jun 11, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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PO Box 3075
Renton WA 98056

Contact Info

425.226.2696
Jacob@CobaltAdvisor.com

     

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Cobalt Guard Advisors Is Not registered as a broker-dealer or investment advisor. The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, ID, MT, OH, OR, TX, UT, WA, WY.

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