Cogent Blog
Our Articles
Here you’ll find our library of personal and business financial articles.
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Are You Tipping the Government by Paying Too Much in Taxes?
by Michael Evans, Founder & Wealth Manager If a powerful genie were to grant us one wish related to your financial well-being, I would wish...
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More Money Has Been Lost Waiting for Corrections Than in Them
by Michael Evans, Founder & Wealth Manager 2022 has been a tough and confusing year for investors. If you’ve been thinking about getting out of...
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3 Crucial Lessons for Weathering the Stock Market’s Storm
KEY TAKEAWAYS Reacting to down markets is a good way to derail progress made toward...
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20 Steps to Take Now to Prepare for a Possible Recession
by Michael Evans, Founder & Wealth Manager Rather than trying to react to market mood swings caused by unexpected inflation and rising interest rates, here...
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Planning for Inspired Career Transitions: Practice Makes Perfect for Successful Professionals
by Michael Evans, Founder & Wealth Manager If there’s a group who has what it takes to live life on their own terms, it’s high-achieving...
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Should Affluent Clients Self-Insure for Long Term Care?
by C. Brant Steck, CFP®, Vice President of BUI One of the most common questions advisors ask relating to long term care insurance for affluent...
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Kid Off to College Soon? A Parent-Student Contract Makes Expectations Clear
by Michael Evans, Founder & Wealth Manager As much as we parents would love to keep our children wrapped in a cozy cocoon until their...
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5 Ways Women Can Take Control of Their Finances
Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size...
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How Do You Protect Your Portfolio from Inflation?
by Michael Evans, Founder & CEO of Cogent Strategic Wealth In case you haven’t noticed, inflation—like that Audrey II plant from Little Shop of Horrors—seems...
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How Do You Measure Success? Measuring the GAIN To Bridge the Over-Achiever GAP
by Michael Evans, Founder & CEO of Cogent Strategic Wealth If hard-driving professionals like us had a theme song, it might be the Rolling Stones’...
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Dimensional Fund Advisor’s 2021 Year in Review: A Recovery Amid Challenges
by Michael Evans, Founder & CEO of Cogent Strategic Wealth Ever since David Booth co-founded Dimensional Fund Advisors in his Brooklyn Heights apartment more than...
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Tax Withholding Choices for Your Restricted Stock Units (RSUs)
Congratulations, you’ve been granted Restricted Stock Units (RSUs) and they are about to vest. This can be an important financial opportunity for you and your...