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Cogent Essential Insights: What Is Evidence-Based Investing?
By Michael Evans, Founder & CEO of Cogent Strategic Wealth How do you invest your money over the long-term? If you are a hard-driving professional...
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Video: Do Low Fixed Income Yields Have You Worried About Retirement?
Given today’s low-yield environment for fixed income, it makes sense to ask what else you can do when it comes to retirement planning and your...
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7 Simple Tips to Magnify Your Charitable Gifts and Make Them Even More Impactful
At Cogent Strategic Wealth, we assist families like yours every day to design, build, and protect plans for achieving all things important in your life....
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Webinar: How to Make Your Money Work for You
Create smart money habits to set yourself up for success. Kelly Stanley, CFP, MBA and Wealth Advisor for Cogent Strategic Wealth presented this webinar for...
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Finance 101 Webinar: How to Make Your Money Work for You
Create smart money habits to set yourself up for success. Kelly Stanley, CFP, MBA and Wealth Advisor for Cogent Strategic Wealth presented this webinar for...
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ESG Investing: It Can Be a Good Investment Strategy
If you could invest in funds that thoughtfully filter for companies’ environmental, social, and corporate governance (ESG) practices without sacrificing expected returns, would you adopt...
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Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning
In our last two pieces, we covered some tools of the tax-planning trade appropriate for high-achieving professionals like yourself, as well as how to deploy...
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How To Overcome Entrepreneurial Financial Planning Challenges and Deal with Setbacks
Are you an optimist? Me too. Being upbeat is essentially a job requirement for us hard-charging entrepreneurs. How else could we prevail over all the...
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Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques
In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education,...
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Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No...
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Reimagine How and Where You Live Your Life: A Personal Anecdote for Imagining and Achieving Your Best You
In our recent post entitled “Are You (and Your Financial Plans) Ready To Take a Sabbatical?” we explored the steps toward taking a sabbatical, to...
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Is There Value in Small Value Stocks?
Swing in Small Value Stocks Shows Benefits of Staying the Course ...
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