Cogent Blog
Our Articles
Here you’ll find our library of personal and business financial articles.
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Your Guide to Holiday Giving
The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform holiday giving from one of the...
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5 Financial Adages for Thriving in Volatile Markets
Sometimes the best, most rigorously developed financial advice is so obvious, it’s become cliché. And yet, investors often end up abandoning this same advice when...
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Why Asset Location Makes a Difference in Your Portfolio
The first decision you make with respect to your portfolio is its asset allocation, or the mix of stocks and bonds. This initial step is...
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Making the Most of Attorney Career Transitions
If ever there were a group of individuals who seem well-suited to respond quickly to changing times, it would be attorneys with high-end careers. After...
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How Do You Create Success Simply…in Challenging Markets?
Congratulations. You’ve done an amazing job as an attorney, pro-athlete or similar high-end professional. You’re still hard at work, but the rewards are finally rolling...
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Have You Learned the ABCs of Educational Investing?
With school back in session, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good...
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Find Your Happiness Equation While Investing Money
To say that “money isn’t everything” is more than a cliché. Studies in the early 1970s demonstrated that a sense of well-being, or happiness, had...
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Creating Success Simply: Recipes for today and the future
Join us as we share an evening of relaxation, brilliant recipes, tips for easy holiday entertaining and great connections. This November 15th Chef Patrick Murphy,...
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Financial Planning for Attorneys: 3 Steps Toward Greater Goals
Let’s begin with an analogy. Say you have three children. Now, imagine someone asked you which one was your favorite. You couldn’t possibly answer that,...
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9 Ways to Find Financial Simplicity
“Too often, a vast collection of possessions ends up possessing its owner.” – Warren Buffett, GivingPledge.Org It’s wonderful to have a meaningful career, a fulfilling home...
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Top 10 Elements of Good Financial Planning to Act on Now
There is no shortage of receptacles clamoring for your money each day. No matter how much money you have or make, it could never keep...
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Retirement Income Planning: The Art and Science of Enjoying Lifelong Wealth for Attorneys
As many families as there are in the world, that’s how many ways there are to transition through the various phases in your life –...