Cogent Blog

Our Articles

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

How the Right Fiduciary Advisor Can Impact Your Financial Results
How the Right Fiduciary Advisor Can Impact Your Financial Results
Building substantial wealth takes a major commitment on your part. It’s more than luck. Winning the lottery doesn’t count. This is why highly successful individuals...
Dimensional Fund’s Market Review for 2023
Dimensional Fund’s Market Review for 2023
Today, we’re diving into the insightful and thought-provoking world of financial markets, focusing on Dimensional Fund’s Market Review for 2023, “Rising Stocks Left Predictions Grounded,”...
Advanced Estate Planning Tactics for Wealthy Individuals and Families
Advanced Estate Planning Tactics for Wealthy Individuals and Families
Estate planning should be a high priority for every individual and family, especially if you have accumulated substantial wealth. Estate planning in St. George, Utah,...
Embracing Financial Freedom: A Hilarious Journey of Strategic Wealth, Endless Laughter, and Everlasting Memories
Embracing Financial Freedom: A Hilarious Journey of Strategic Wealth, Endless Laughter, and Everlasting Memories
Meet Michael, the maestro of wealth management and the virtuoso behind the scenes at Cogent Strategic Wealth. Living a life that’s a delightful blend of...
Choosing a Financial Advisor? Ask These Five Critical Questions
Choosing a Financial Advisor? Ask These Five Critical Questions
As someone who has achieved personal financial success, hiring the right team of wealth management professionals is one of the most important decisions you will...
Cogent Conversations for 2024 Financial Planning
Cogent Conversations for 2024 Financial Planning
As 2023 nears its end, it’s time to think about specific financial tasks you can do before year-end to assist in your tax planning efforts...
Purposeful Investing Strategies for 2024
Purposeful Investing Strategies for 2024
As 2024 approaches, it’s more evident than ever that investing is not just about accumulating wealth— it’s about making a meaningful impact on those you...
Unlocking the Power of Purposeful Giving With a Fiduciary Advisor
Unlocking the Power of Purposeful Giving With a Fiduciary Advisor
You’re at the pinnacle of your career, building a substantial income and assets. You’re active, busy, and are motivated to continue growing. While success is...
From Aspiration to Action: The Power of SMART Financial Goals
From Aspiration to Action: The Power of SMART Financial Goals
When you watch the news headlines today, there is talk of a looming recession in 2024, inflation continues to be a problem, and market volatility...
Pursuing Financial Independence with a Fee-Only Fiduciary Advisor
Pursuing Financial Independence with a Fee-Only Fiduciary Advisor
What does financial independence mean to you? Do you have a financial plan that is fashioned around the pursuit of your financial goals? Is that...
Three Advantages When You Partner With A Fiduciary Wealth Advisor
Three Advantages When You Partner With A Fiduciary Wealth Advisor
A term you will hear when you discuss wealth management is “fiduciary.” But what does it mean to be a fiduciary wealth advisor, and how...
Trust & Transparency: Why Hire a Chicago Fee-Only Financial Advisor
Trust & Transparency: Why Hire a Chicago Fee-Only Financial Advisor
One phrase should stand out when you think about managing your money:  trust and transparency. Trust and transparency are twin cornerstones in wealth management, particularly...

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