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Meet Cogent’s New Client Relationship Specialist Liz Winkle
If there’s one thing we love, it’s a sense of adventure. We’re also fond of familiar faces. On both counts, we’re delighted to welcome Elizabeth...
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What’s Missing From Your Financial Experience?
In the course of our business, we talk to a lot of people about their financial experience so far. You know what we often find...
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Are Your Retirement Dollars Being Trimmed by Taxes?
If you’re an attorney or similar high-end professional earning $400,000+/year, let’s face it: Your basic tax-advantaged retirement contribution limits won’t cut it. If you max...
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You Are Not Average – Your Liability Coverage Shouldn’t be Either
In the game of Monopoly, it’s a bit of a bummer if you land on the “Do Not Pass Go, Do Not Collect $200” square....
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Does Strategic Wealth Management Include Mutual Funds?
Every year, Dimensional Fund Advisors analyzes the mutual fund landscape to find out how many funds outperform benchmarks after costs. Upon analyzing thousands of funds,...
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Does Money Buy Happiness?
There’s a cliché that money can’t buy happiness. Is that true? Thanks to research from Nobel Prize-winning economist Daniel Kahneman and Angus Deaton, authors of...
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Substantial New Tax-Break Options for Business-Owning Attorneys
A Timely Tip for Business-Owning Attorneys: How the TCJA Can Help You Plan for Retirement Let’s take a little journey today, you and I, to...
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What’s the Financial Plan for Your Aging Parents?
Sooner or later, it happens in almost every family: Your parents are aging, and developing a few health issues. You’d like to be able to...
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How to Preserve Your Wealth With a Better Investing Process
I’m Michael Evans, Founder, and CEO of Cogent Strategic Wealth. In my past career, I was a successful trader. In that career, I was fortunate...
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Strategic Networking for Attorneys: Solve Your 3 Biggest Challenges
In a past piece, “Attorneys Aren’t Omnipotent,” we talked about how even super-hero attorneys can benefit from effective networking. That said, not just any old...
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Attorneys: Are You on the Right Financial Path?
As an attorney, you’ve probably been giving your all to your career, your clients, and your colleagues. 70-hour work weeks are the norm, as is...
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Building Wealth as a Busy Professional
As a busy, thriving professional, your life is going at a breakneck pace. At the same time, you want to build wealth for the future....
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.