Cogent Blog
Our Articles
Here you’ll find our library of personal and business financial articles.
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Cogent Client Connection
A Personal Note | Gratitude, Family, and the Journey That Changed Everything Every once in a while, life hands you a moment that changes how...
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When Evidence Matters More Than Stories
When your life, your family, your retirement, your legacy, and your freedom depend on your capital working for decades, hope is not a strategy. Evidence...
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Preparing Your Home for the Next Season of Life – A Conversation Worth Having Before You Need It
For many successful families, home is not just real estate. It’s history.It’s identity.It’s the place where you built a life. And if you’re like most...
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The 7-Figure Mistake Executives Make with RSUs and Options
Corporate executives today are compensated in ways that are far more complex—and far more consequential—than at any point in history. Restricted stock units (RSUs), stock...
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Market Review 2025: US Stocks Ride Rocky Road to a Third Straight Year of Gains
KEY TAKEAWAYS US stocks notched their third year in a row of double-digit gains, but it wasn’t the smoothest ride. The S&P 500 hit records...
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How We Define Risk — Not as the movement of markets, but as the possibility of losing the life you’ve worked so hard to create
At Cogent, we meet countless successful professionals who have worked decades to build their wealth, only to discover that the hardest part isn’t earning it...
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AI and Investing: How Evidence-Driven Investors Should Think About the Artificial Intelligence Revolution
Artificial Intelligence (AI) has become the latest force reshaping global business and investor conversations alike. From generative AI tools like ChatGPT to the vast infrastructure...
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Passing Wealth Without Wisdom Is the Real Family Risk
Over the next few decades, an unprecedented amount of wealth will change hands. Cerulli estimates as much as $124 trillion will pass to younger generations...
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Unlocking the Hidden Value in Your Business: Beyond Asset Management
At Cogent Strategic Wealth, our work with successful entrepreneurs goes far beyond investment management. As fellow entrepreneurs, we know your business isn’t just an income...
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10 Principles of Successful Investing
Successful investing isn’t about predicting markets or chasing headlines. It’s about behavior—staying patient, staying disciplined, and aligning your decisions with long-term goals. These principles reflect...
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Celebrating 10 Years of Impact: Honoring Kelly Stanley, CFP® MBA
A Decade of Dedication, Vision, and Partnership At Cogent, we know that wealth is not just about numbers—it’s about people. It’s about the right guides...
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You Hit Financial Freedom Early—Here’s What to Think About Before Walking Away
A few big questions for the high achiever ready to design what’s next. A lot of our clients reach financial independence earlier than expected. They’ve...