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Pursuing Financial Independence with a Fee-Only Fiduciary Advisor
What does financial independence mean to you? Do you have a financial plan that is fashioned around the pursuit of your financial goals? Is that...
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Three Advantages When You Partner With A Fiduciary Wealth Advisor
A term you will hear when you discuss wealth management is “fiduciary.” But what does it mean to be a fiduciary wealth advisor, and how...
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Trust & Transparency: Why Hire a Chicago Fee-Only Financial Advisor
One phrase should stand out when you think about managing your money: trust and transparency. Trust and transparency are twin cornerstones in wealth management, particularly...
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Reassessing the Relationship with Your Chicago Financial Advisor
Like any important relationship, your connection with your financial advisor should hinge on mutual respect and trust with a shared vision of your financial future....
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Grow Your Wealth by Giving: The Tax Benefits of Family Gifts
A frequent question we field from people we meet is, “Can you gift money to family members tax-free?” The answer is a resounding yes! This...
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Why Successful Entrepreneurs Use the Services of a Fiduciary Wealth Manager
Over the years, we’ve met many successful entrepreneurs, business owners, professionals, and retirees who have told us that while they have accumulated substantial wealth, they...
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What Does a Recession Mean For Me and My Portfolio?
A lot of people are stressed right now and have questions related to the economy. Recession concerns have been a fixture in the news lately,...
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A Guide to Choosing the Ideal Charitable Giving Account
Welcome to our latest blog post. We’ll be exploring the world of charitable giving accounts and how they can help you become a more strategic,...
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Cogent Conversations: A Personalized Wealth Management Approach for High Achieving Individuals and Their Families
As high-income earners and high achievers, you’re no stranger to the complexities of managing, growing, and protecting your wealth. But what sets Cogent Strategic Wealth...
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Discover Cogent Strategic Wealth’s Enhanced Site Today!
At Cogent Strategic Wealth , we understand that high achievers and high-income earners like you seek a wealth management experience that’s as unique and exceptional...
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How to Assess the Top 5 Risks in Retirement
The single biggest risk retirees face is using up all their resources in retirement. The good news is there are options to mitigate that risk....
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Leveraging the Pareto Principle in Your Financial Pursuits
Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into...
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.