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.

9 Ways to Find Financial Simplicity Thumbnail

9 Ways to Find Financial Simplicity

It’s wonderful to have a meaningful career, a fulfilling home life, a busy social calendar, and ample assets, right? Then again, we all have days when we wonder why everything has to happen all at once. And that’s just in our personal lives. Simplicity is a virtue for all your personal and professional pursuits; it certainly applies to your financial interests.

Read More
Do You Have Investment Strategies That Factor Risk From Your Stellar Career? Thumbnail

Do You Have Investment Strategies That Factor Risk From Your Stellar Career?

At the end of the day, it’s not as much about the money as it is about what your wealth is worth to you. In financial terms, what your money is worth to you is referred to as your marginal utility of your wealth – i.e., not whether additional wealth might be achieved, but whether it needs to be. Would additional wealth impact the quality of your life in a meaningful way?

Read More