facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Welcome to the Cogent Blog: Your Financial Educational Center

Keep up with the most critical financial information by subscribing to our Cogent Advice Newsletter

Here’s where you can find valuable information to make smart decisions in your life regarding anything with a dollar sign.

Options for Charitable Giving Under New Tax Laws Thumbnail

Options for Charitable Giving Under New Tax Laws

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually your main motivation for giving. Enter the donor-advised fund (DAF) as a potential tool for continuing to give meaningfully and tax-efficiently under the new tax law.

Read More

Year-Round Cogent Giving

As we swing into a new year, you may be tempted to assume that the time for charitable giving is behind us. But really, what organization wouldn’t welcome your donation any day of the year? Let’s break with tradition, and get a leg up on your 2016 philanthropic activities.

Read More