Category: protecting wealth
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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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Video: 10 Steps to Take Before Selling Your Business
by Michael Evans, Founder & Wealth Manager If you are contemplating selling your business, this is a life-changing decision that benefits from a sound strategy....
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20 Steps to Take Now to Prepare for a Possible Recession
by Michael Evans, Founder & Wealth Manager Rather than trying to react to market mood swings caused by unexpected inflation and rising interest rates, here...
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Should Affluent Clients Self-Insure for Long Term Care?
by C. Brant Steck, CFP®, Vice President of BUI One of the most common questions advisors ask relating to long term care insurance for affluent...
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What is Fiduciary Advice, and Why Does it Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a...
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Be Prepared With These 5 Types of Insurance
SCHEDULE A FREE ONLINE CONSULTATION 2020 Has Brought Many Unexpected Events I’m fairly certain 2020 will be a year we will not soon forget. Between...
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10 Things You Absolutely Need to Know About Life Insurance
Life insurance is one of the pillars of personal finance, deserving of consideration by every household. I’d even go so far as to say it’s...
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5 Types of Insurance to Protect You and Your Family
You have financial goals to reach, but how do you make sure your investments and finances are aligned with your goals? And how do you...
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Securing Your Family’s Financial Future
SCHEDULE A FREE ONLINE CONSULTATION Hello. I’m Michael Evans for Cogent Strategic Wealth. Are you sitting at home right now rather than in your office?...
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How to Avoid Scams and Protect Your Credit During the Coronavirus Pandemic
Cogent long ago provided guidance on how to protect your credit score and fight identity theft. Given that scammers are taking advantage of the coronavirus...
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Clarity Throughout the Coronavirus Chaos With Larry Swedroe
With all the market volatility and chaos around the Covid 19 outbreak, people are wondering how this volatility is going to affect them. This volatility...
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Attention, Attorneys: Cyberthieves Are Out to Get You
Young or old, wealthy or poor, online or in person … Nobody is immune from cyberthief scams and identity theft slams. For attorneys, the threat...
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Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.