Thought Leaders
Coghill Investment Strategies has a voice in the global investment world and in our local community. Through regular outreach and insight delivered to worldwide media leaders, CIS helps to interpret and distill the status and shifts in global macro economies.
Our thought leadership is leveraged at home in western Pennsylvania through service to nonprofit organizations and local business forums that help to advance the community and economy where we live and work.
Media and Insights
Around the Table with Stacy Smith – Monday, November 27th, 2023
(courtesy of KDKA-TV Pittsburgh)
This week we discuss the strategies of year-end tax loss harvesting and navigating the intricacies of mutual fund capital gains distributions. If you want to optimize your investment portfolio for greater tax efficiency, be sure to tune-in. 2021 Forbes Top Women Wealth Advisors, created by Shook Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.
Archived Around the Table – Episodes
Top Women Wealth Advisors
Read about Carrie Coghill who was honored on Forbes’ list.
2021 Forbes Top Women Wealth Advisors, created by Shook Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.
Women in Leadership
In this episode of the L3 Leadership Podcast, Carrie Coghill, CEO of Coghill Financial Investments, discusses finance, sales, women in leadership, and the importance of having an opinion.
Carrie Coghill on CNBC
Carrie Coghill, CEO of Coghill Investment Strategies, LLC, shares her thoughts and insights on how investors should consider handling taxes and their 401(k) plans on CNBC.
The Value and Veil of Service
Written by Carrie Coghill for Forbes.com
Read Carrie’s views on the importance of customer service as it relates to portfolio performance. Carrie also outlines questions that you should ask your advisor about their approach to investing.
Carrie Coghill wins 2018
Invest in Others Catalyst Award
October 1, 2018
2018 Catalyst Award, created by Invest in Others. This award is presented to advisers who have been an active stimulus for change and who displayed vison and leadership to a non-profit for at least 3 years. This is not related to their financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.
Estate Planning
During a Health Crisis
April 24, 2020
Esteemed Recognition
Our ability to successfully help our clients confidently pursue their goals and worry less about their finances has earned us significant recognition in the industry. Learn more about the many awards the Coghill Investment Strategies team has attained.
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