Category: wealth management
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Video: Do You Have Clarity That You Are on the Right Track?
Life is a series of tradeoffs, but do you feel that you are missing out? Do you have the confidence, the clarity, to know it’s...
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More Money Has Been Lost Waiting for Corrections Than in Them
by Michael Evans, Founder & Wealth Manager 2022 has been a tough and confusing year for investors. If you’ve been thinking about getting out of...
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Video: How Working With an Objective Advisor Can Make a Difference
So what’s really important for you? How do you build a plan based around the evidence that’s out there and how do you apply it...
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Video: How a Guide Can Help Your Financial Life
At Cogent Strategic Wealth, we educate our clients on their choices. As the leader of your family, you get to decide what is best for...
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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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5 Ways Women Can Take Control of Their Finances
Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size...
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Team Member Spotlight: Liz Winkle
We are so lucky to have Liz on our team. Not only is she an all-around great person and easy to get along with, but...
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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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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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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 ...
Success should be a reward - not an obstacle
Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.