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AI and Investing: How Evidence-Driven Investors Should Think About the Artificial Intelligence Revolution
Artificial Intelligence (AI) has become the latest force reshaping global business and investor conversations alike. From generative AI tools like ChatGPT to the vast infrastructure...
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Passing Wealth Without Wisdom Is the Real Family Risk
Over the next few decades, an unprecedented amount of wealth will change hands. Cerulli estimates as much as $124 trillion will pass to younger generations...
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Unlocking the Hidden Value in Your Business: Beyond Asset Management
At Cogent Strategic Wealth, our work with successful entrepreneurs goes far beyond investment management. As fellow entrepreneurs, we know your business isn’t just an income...
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10 Principles of Successful Investing
Successful investing isn’t about predicting markets or chasing headlines. It’s about behavior—staying patient, staying disciplined, and aligning your decisions with long-term goals. These principles reflect...
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Celebrating 10 Years of Impact: Honoring Kelly Stanley, CFP® MBA
A Decade of Dedication, Vision, and Partnership At Cogent, we know that wealth is not just about numbers—it’s about people. It’s about the right guides...
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You Hit Financial Freedom Early—Here’s What to Think About Before Walking Away
A few big questions for the high achiever ready to design what’s next. A lot of our clients reach financial independence earlier than expected. They’ve...
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Credit Freeze, Clear Mind: A Simple Step to Safeguard Your Identity
Why Cogent’s Founder, Michael Evans, Took Action—and Thinks You Should Too Instant online access has become our default setting. From paying bills to checking investments,...
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How to Turn the Sale of a Business into Generational Wealth — Without Losing So Much to Taxes
For many successful business owners and real estate investors, selling a highly appreciated asset is both a milestone and a minefield. On one hand, you’ve...
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How to Navigate Rising Homeowners Insurance Costs
In today’s constantly changing financial landscape, taking a comprehensive look at your financial well-being—including savings, spending, living expenses, and emergency funds—is more important than ever,...
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Navigating Market Volatility: Your Cogent Strategic Wealth Update
Chaos in the midst of chaos isn’t funny, but chaos in the midst of order is. – Steve Martin We find ourselves today in a...
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Why Diversify? The Best Case I’ve Ever Heard
Special post by Michael Evans, Founder of Cogent Strategic Wealth Cogent Wealth, the firm I founded, just celebrated 15 years of serving clients. Yet, I’ve...
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Smart Giving Strategies for the Well-Seasoned Over 70½: Maximize Tax Benefits with Qualified Charitable Distributions (QCDs)
What You Will Learn This article explores how those over the age of 70½ have tools to strategically maximize their charitable giving while reducing taxes....
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