Cogent Blog
Our Articles
Here you’ll find our library of personal and business financial articles.

16 Sep 2024
Cogent Strategic Wealth
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...

10 Sep 2024
Cogent Strategic 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...

26 Aug 2024
Cogent Strategic Wealth
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...

22 Aug 2024
Cogent Strategic Wealth
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...

29 Jul 2024
Cogent Strategic Wealth
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...

25 Jul 2024
Cogent Strategic 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...

24 Jul 2024
Cogent Strategic Wealth
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...

24 Jul 2024
Cogent Strategic Wealth
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...

23 Jul 2024
Cogent Strategic Wealth
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...

15 Jul 2024
Cogent Strategic Wealth
Investing Strategies for High Achievers with Limited Time
At Cogent Strategic Wealth, a wealth management firm in Chicago and St. George, we understand your unique pressures and concerns as a successful entrepreneur or...

24 Jun 2024
Cogent Strategic Wealth
Nonlinear Financial Success Using Evidence-Driven Investing™
How you pursue your financial goals more than likely doesn’t occur on a straight-forward trajectory or in a predictable manner. Instead, it is more like...

17 Jun 2024
Cogent Strategic Wealth
Cogent Strategic Wealth: Evidence-Driven Investing™ Success Stories
Letting your emotions drive financial decisions is typically not in your best interests, especially as a high pursuer with substantial wealth and complex financial requirements....