Category: investment management
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Market Review 2025: US Stocks Ride Rocky Road to a Third Straight Year of Gains
KEY TAKEAWAYS US stocks notched their third year in a row of double-digit gains, but it wasn’t the smoothest ride. The S&P 500 hit records...
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10 Principles of Successful Investing
Successful investing isn’t about predicting markets or chasing headlines. It’s about behavior—staying patient, staying disciplined, and aligning your decisions with long-term goals. These principles reflect...
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Why Diversify? The Best Case I’ve Ever Heard
Special post by Michael Evans, Founder of Cogent Strategic Wealth Cogent Wealth, the firm I founded, just celebrated 15 years of serving clients. Yet, I’ve...
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Market Review 2024: Stocks Overcome Uncertainty to Notch Another Strong Year
Financial markets showed resilience in 2024, extending the bull market that began in late 2022 as stocks weathered interest-rate changes, uncertainty around the US elections,...
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The Top Investing Questions for 2025
As we turn the page on 2024, a new chapter begins filled with new opportunities as well as obstacles we must face in our lives...
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Presidential Elections and Your Investment Portfolio: Why Long-Term Strategy Wins
What you will learn: In this blog post, you’ll discover why presidential elections have surprisingly little impact on long-term investment returns, debunking a common myth...
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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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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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What is Evidence-Driven Investing™?
Simply put, investing based on evidence is like using a GPS for a road trip. Just as you rely on the GPS to guide you...
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The Evidence-Driven Way: Can You Afford to Ignore the Data?
In today’s world, data is king in our digital world. We use it to track our fitness, optimize our commutes, and even choose the perfect...
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Purposeful Investing Strategies for 2024
As 2024 approaches, it’s more evident than ever that investing is not just about accumulating wealth— it’s about making a meaningful impact on those you...
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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...
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