Category: wealth management
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Is Your Financial Advisor a Team Player, Too?
In your busy life, you probably already “get” the value of teamwork in managing your personal wealth. Perhaps, like me, you’ve been inspired by someone...
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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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Congratulations Kelly Stanley CFP® MBA on 5 Years With Cogent
Kelly Stanley marked her five-year anniversary as a wealth advisor with Cogent Strategic Wealth this past week. After years of working in corporate finance, Kelly...
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Pain, Discovery and Prayers Answered: Celebrating 10 Years for Cogent Strategic Wealth
Do you have a story of a prayer answered? Mine was fully answered 10 years ago when I started Cogent Strategic Wealth. I have my...
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Secure Your Finances and Estate Plan in Uncertain Times
The current climate is stressful, especially when you’re looking a bear market in the face. Fiduciary wealth advisor and personal CFO Michael Evans breaks down...
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What to Do While Waiting Out the Bear Market
In our team’s experience, we’ve encountered investors who let emotions get the best of them, reacted to current events and dour market headlines, and always...
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Cogent Advice for the Sidelined Investor: Invest in the Future
“Every time someone says, ‘There is a lot of cash on the sidelines,’ a tiny part of my soul dies. There are no sidelines.” –Clifford...
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Stay Calm During a Stock Market Crash: Clarity From the Chaos
The journey to achieving your long-term wealth goals follows a road that is not always smooth, clear and free of debris. Sometimes the market and the...
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3 Important Things to Know About US Market Returns Following Sharp Downturns
In recent weeks, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. The world is watching with concern...
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5 Ways to Make Tax Season Less…… Taxing: Less Crying, More Filing
It’s tax time again and if it brings on feelings of anxiety and dread, we’re here to show you how filing your income taxes can...
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Cogent Strategic Wealth’s Perspective on Market Volatility
Building Wealth Has No Shortcuts. Successful Investing Requires a Solid Investment Approach. In recent days, the increase in volatility in the stock market has...
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How to Choose the Right Financial Advisor
You are a smart, successful, and disciplined person. You understand the value of money and want to choose the right financial advisor to reach your...
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.