Cogent Blog

Our Articles

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

Presidential Elections and Your Investment Portfolio: Why Long-Term Strategy Wins
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...
High Achievers: Turning Wealth into a Purposeful Life
High Achievers: Turning Wealth into a Purposeful Life
Once all of our bills are paid, money becomes a tool we use to pursue the most important goals, whether securing our future, enjoying life,...
Turning Your Wealth Into A Purposeful Resource
Turning Your Wealth Into A Purposeful Resource
Once you’ve reached a certain level of wealth, you may start thinking, “What comes next?” It’s not uncommon for your focus to move from accumulation...
Leaving a Legacy: Strategies for Impact Beyond Money
Leaving a Legacy: Strategies for Impact Beyond Money
When you think about your “legacy,” it’s easy to focus solely on financial assets—passing down your wealth to people you love. However, for many high...
Brace for Change: Navigating the 2025 Tax Law Sunset and Its Impact on Your Wealth
Brace for Change: Navigating the 2025 Tax Law Sunset and Its Impact on Your Wealth
What You Will Learn: The looming 2025 expiration of the Tax Cuts and Jobs Act (TCJA) could significantly alter the tax benefits many taxpayers currently...
Top Four Tax Pitfalls High-Income Earners Should Avoid
Top Four Tax Pitfalls High-Income Earners Should Avoid
Everyone dreams of financial success that will allow them to thrive now and in the future. And, as your financial success continues to grow, so...
How to Thrive Financially Without Missing Out on Life’s Mid-Life Joys
How to Thrive Financially Without Missing Out on Life’s Mid-Life Joys
Life should be a delicate balance between planning for the future and enjoying the present. However, depending on your generation (more on that below), it’s...
Five Common Financial Pitfalls of High Achievers and How to Avoid Them
Five Common Financial Pitfalls of High Achievers and How to Avoid Them
As a Chicago-based wealth management firm that works with high-achievers, it’s not uncommon for our team to meet successful individuals and learn they are dealing...
Unlocking Wealth: Innovative Tax Mitigation Strategies So High-Achieving Professionals Can Mitigate Taxes and Build Durable Wealth
Unlocking Wealth: Innovative Tax Mitigation Strategies So High-Achieving Professionals Can Mitigate Taxes and Build Durable Wealth
What You Will Learn: Welcome to Cogent Strategic Wealth’s exploration of innovative tax mitigation strategies tailored for high achievers. In this blog post, you’ll discover...
What To Do When a Loved One Passes: An Essential Timeline
What To Do When a Loved One Passes: An Essential Timeline
It’s never easy when a loved one dies. Not only are you grieving, but there are painful life decisions to be made, and legal, financial...
Embracing the Future: Cogent’s Approach to Digital Asset Legacy Planning
Embracing the Future: Cogent’s Approach to Digital Asset Legacy Planning
What you will learn: In this essential guide, you will learn how to seamlessly incorporate digital assets into your estate planning. We’ll cover the unique...
Liz Winkle’s Five-Year Milestone: A Legacy of Dedication and Excellence
Liz Winkle’s Five-Year Milestone: A Legacy of Dedication and Excellence
Michael Evans and Kelly Stanley are incredibly proud to celebrate Liz Winkle’s five-year milestone with the firm. Liz’s contributions to the team and clients have...

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