Cogent Blog

Our Articles

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

Cogent and Buckingham Strategic Partners: The Right Fit for Your Wealth Management
Cogent and Buckingham Strategic Partners: The Right Fit for Your Wealth Management
When it comes to financial service providers, good balance is hard to find. Hire a huge conglomerate, and you risk becoming just another row on...
Meet Cogent’s New Client Relationship Specialist Liz Winkle
Meet Cogent’s New Client Relationship Specialist Liz Winkle
If there’s one thing we love, it’s a sense of adventure. We’re also fond of familiar faces. On both counts, we’re delighted to welcome Elizabeth...
What’s Missing From Your Financial Experience?
What’s Missing From Your Financial Experience?
In the course of our business, we talk to a lot of people about their financial experience so far. You know what we often find...
Are Your Retirement Dollars Being Trimmed by Taxes?
Are Your Retirement Dollars Being Trimmed by Taxes?
If you’re an attorney or similar high-end professional earning $400,000+/year, let’s face it: Your basic tax-advantaged retirement contribution limits won’t cut it. If you max...
You Are Not Average – Your Liability Coverage Shouldn’t be Either
You Are Not Average – Your Liability Coverage Shouldn’t be Either
In the game of Monopoly, it’s a bit of a bummer if you land on the “Do Not Pass Go, Do Not Collect $200” square....
Does Money Buy Happiness?
Does Money Buy Happiness?
There’s a cliché that money can’t buy happiness. Is that true? Thanks to research from Nobel Prize-winning economist Daniel Kahneman and Angus Deaton, authors of...
Substantial New Tax-Break Options for Business-Owning Attorneys
Substantial New Tax-Break Options for Business-Owning Attorneys
A Timely Tip for Business-Owning Attorneys: How the TCJA Can Help You Plan for Retirement Let’s take a little journey today, you and I, to...
What’s the Financial Plan for Your Aging Parents?
What’s the Financial Plan for Your Aging Parents?
Sooner or later, it happens in almost every family: Your parents are aging, and developing a few health issues. You’d like to be able to...
Strategic Networking for Attorneys: Solve Your 3 Biggest Challenges
Strategic Networking for Attorneys: Solve Your 3 Biggest Challenges
In a past piece, “Attorneys Aren’t Omnipotent,” we talked about how even super-hero attorneys can benefit from effective networking. That said, not just any old...
Building Wealth as a Busy Professional
Building Wealth as a Busy Professional
As a busy, thriving professional, your life is going at a breakneck pace. At the same time, you want to build wealth for the future....
Are Your Politics Affecting Your Investment Results?
Are Your Politics Affecting Your Investment Results?
The fourth quarter of 2018 was a pretty miserable one for investors, with the S&P 500 Index losing 13.5%. And it was looking a lot...
Attorneys: You Think Differently
Attorneys: You Think Differently
What’s the worst that could happen?  Your average person doesn’t worry so much about this question. Lucky them! As an attorney, you probably live by...

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