Avatar photo

Cogent Strategic Wealth

View more Resources from Cogent Strategic Wealth.
How to Prepare for the Retirement Apocalypse
How to Prepare for the Retirement Apocalypse
Riding Past the Five Horsemen of the Retirement Apocalypse The “Five Horsemen” in this reference symbolize the challenges that come to those facing retirement. If you’re...
CLE Collaboration with Steve Fretzin: Five Key Steps to Take Your Law Practice to the Next Level
CLE Collaboration with Steve Fretzin: Five Key Steps to Take Your Law Practice to the Next Level
YOU INC.- Five Key Steps to take Your Law Practice to the Next Level in Less Time and with Greater Results Wherever you are in...
What is Your Retirement Planning Readiness?
What is Your Retirement Planning Readiness?
When assessing their retirement income planning strategy, most people want to maintain their current standard of living after they retire. That’s why they are saving...
Monte Carlo Analysis: Relatively Reliably Answers How am I Doing so Far?
Monte Carlo Analysis: Relatively Reliably Answers How am I Doing so Far?
If there’s one question on every investor’s mind, it goes something like this: “How am I doing so far?” This universal query is especially relevant...
Attention, Attorneys: Cyberthieves Are Out to Get You
Attention, Attorneys: Cyberthieves Are Out to Get You
Young or old, wealthy or poor, online or in person … Nobody is immune from cyberthief scams and identity theft slams. For attorneys, the threat...
Do You Want to be Prepared for an Uncertain Future?
Do You Want to be Prepared for an Uncertain Future?
We invited our friend and colleague Larry Swedroe, the Chief Research Officer for the BAM ALLIANCE to lead a panel discussion at our office Friday,...
Why it (Literally) Pays to Work with an Independent Insurance Agent
Why it (Literally) Pays to Work with an Independent Insurance Agent
“You rate!” is usually a compliment – but not when it comes to life insurance rates. As I’ll explain in a moment, YOU may think you’re...
How to Protect Your Child from Identity Theft
How to Protect Your Child from Identity Theft
Preventative measures to take now, and steps to take if your child’s identity gets stolen. In September 2017, a massive Equifax security breach became public knowledge....
Strategic Networking for Attorneys August 20th
Strategic Networking for Attorneys August 20th
Our third exclusive session of the Cogent Attorney Network Meeting, held in conjunction with Amata Law Offices, will be held on Tuesday, August 20th at...
August 9, 2019: Lunch & Learn with the Cogent Team and Larry Swedroe
August 9, 2019: Lunch & Learn with the Cogent Team and Larry Swedroe
Our next Cogent Conversation for high-achieving professionals will be held on Friday, August 9th at Cogent Offices. This lively and interactive event features a panel...
Are Your Household Finances a Ticking Time Bomb?
Are Your Household Finances a Ticking Time Bomb?
Managing a household is challenging enough without having a time bomb in your basement. You ignore it as best you can, but it’s probably causing...
Cogent and Buckingham Strategic Partners: The Right Fit for Your Wealth Management
Cogent and Buckingham Strategic Partners: The Right Fit for Your Wealth Management
When it comes to financial service providers, good balance is hard to find. Hire a huge conglomerate, and you risk becoming just another row on...

Success should be a reward - not an obstacle

Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.