Cogent Blog

Our Articles

Here you’ll find our library of personal and business financial articles.

Trust & Transparency: Why Hire a Chicago Fee-Only Financial Advisor
Trust & Transparency: Why Hire a Chicago Fee-Only Financial Advisor
One phrase should stand out when you think about managing your money:  trust and transparency. Trust and transparency are twin cornerstones in wealth management, particularly...
Reassessing the Relationship with Your Chicago Financial Advisor
Reassessing the Relationship with Your Chicago Financial Advisor
Like any important relationship, your connection with your financial advisor should hinge on mutual respect and trust with a shared vision of your financial future....
Grow Your Wealth by Giving: The Tax Benefits of Family Gifts
Grow Your Wealth by Giving: The Tax Benefits of Family Gifts
A frequent question we field from people we meet is, “Can you gift money to family members tax-free?” The answer is a resounding yes!  This...
Why Successful Entrepreneurs Use the Services of a Fiduciary Wealth Manager
Why Successful Entrepreneurs Use the Services of a Fiduciary Wealth Manager
Over the years, we’ve met many successful entrepreneurs, business owners, professionals, and retirees who have told us that while they have accumulated substantial wealth, they...
What Does a Recession Mean For Me and My Portfolio?
What Does a Recession Mean For Me and My Portfolio?
A lot of people are stressed right now and have questions related to the economy.  Recession concerns have been a fixture in the news lately,...
A Guide to Choosing the Ideal Charitable Giving Account
A Guide to Choosing the Ideal Charitable Giving Account
Welcome to our latest blog post. We’ll be exploring the world of charitable giving accounts and how they can help you become a more strategic,...
Cogent Conversations: A Personalized Wealth Management Approach for High Achieving Individuals and Their Families
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...
Discover Cogent Strategic Wealth’s Enhanced Site Today!
Discover Cogent Strategic Wealth’s Enhanced Site Today!
At Cogent Strategic Wealth , we understand that high achievers and high-income earners like you seek a wealth management experience that’s as unique and exceptional...
How to Assess the Top 5 Risks in Retirement
How to Assess the Top 5 Risks in Retirement
The single biggest risk retirees face is using up all their resources in retirement. The good news is there are options to mitigate that risk....
Leveraging the Pareto Principle in Your Financial Pursuits
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...
Catching Up With Kelly Stanley
Catching Up With Kelly Stanley
There’s been a change or two since Kelly Stanley, CFP®, MBA joined Cogent Strategic Wealth in 2015 as a seasoned wealth advisor. In 2021, she...
When Should You Take Your Social Security?
When Should You Take Your Social Security?
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they...

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