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How to Thrive Financially Without Missing Out on Life’s Mid-Life Joys
Life should be a delicate balance between planning for the future and enjoying the present. However, depending on your generation (more on that below), it’s...
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Five Common Financial Pitfalls of High Achievers and How to Avoid Them
As a Chicago-based wealth management firm that works with high-achievers, it’s not uncommon for our team to meet successful individuals and learn they are dealing...
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Unlocking Wealth: Innovative Tax Mitigation Strategies So High-Achieving Professionals Can Mitigate Taxes and Build Durable Wealth
What You Will Learn: Welcome to Cogent Strategic Wealth’s exploration of innovative tax mitigation strategies tailored for high achievers. In this blog post, you’ll discover...
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What To Do When a Loved One Passes: An Essential Timeline
It’s never easy when a loved one dies. Not only are you grieving, but there are painful life decisions to be made, and legal, financial...
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Embracing the Future: Cogent’s Approach to Digital Asset Legacy Planning
What you will learn: In this essential guide, you will learn how to seamlessly incorporate digital assets into your estate planning. We’ll cover the unique...
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Liz Winkle’s Five-Year Milestone: A Legacy of Dedication and Excellence
Michael Evans and Kelly Stanley are incredibly proud to celebrate Liz Winkle’s five-year milestone with the firm. Liz’s contributions to the team and clients have...
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Investing Strategies for High Achievers with Limited Time
At Cogent Strategic Wealth, a wealth management firm in Chicago and St. George, we understand your unique pressures and concerns as a successful entrepreneur or...
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Nonlinear Financial Success Using Evidence-Driven Investing™
How you pursue your financial goals more than likely doesn’t occur on a straight-forward trajectory or in a predictable manner. Instead, it is more like...
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Cogent Strategic Wealth: Evidence-Driven Investing™ Success Stories
Letting your emotions drive financial decisions is typically not in your best interests, especially as a high pursuer with substantial wealth and complex financial requirements....
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Data-Driven Financial Decisions: Why Evidence-Driven Investing™ Works
It’s easy to get caught up in the allure of investing some of your assets into “the next big thing” that you hear or read...
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Effective Investment Strategies for High Achievers
As a high achiever, you have likely set big goals for your working years that will carry over into your retirement years. It’s also highly...
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Unlocking the Complexities of Illinois Estate Tax for Savvy, High Net Worth Investors
In the realm of wealth management, particularly for the astute and financially accomplished, the conversation around estate planning often gravitates towards the federal estate tax,...
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.