Tag: high achieving individuals
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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...
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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...
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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...
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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...
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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....
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Data-Driven Financial Decisions: Why Evidence-Driven Investing™ Works
It’s easy to get caught up in the allure of investing some of your assets into “the next big thing” that you hear or read...
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Effective Investment Strategies for High Achievers
As a high achiever, you have likely set big goals for your working years that will carry over into your retirement years. It’s also highly...
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Unlocking the Complexities of Illinois Estate Tax for Savvy, High Net Worth Investors
In the realm of wealth management, particularly for the astute and financially accomplished, the conversation around estate planning often gravitates towards the federal estate tax,...
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What is Evidence-Driven Investing™?
Simply put, investing based on evidence is like using a GPS for a road trip. Just as you rely on the GPS to guide you...
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Beyond the Glitter of the Magnificent Seven: A Prudent Adventurer’s Guide to Thriving in the Diverse Investment Landscape
In our journey through the ever-evolving landscape of investments, a question frequently arises, especially during moments when certain assets dazzle the market with their performance....
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The Evidence-Driven Way: Can You Afford to Ignore the Data?
In today’s world, data is king in our digital world. We use it to track our fitness, optimize our commutes, and even choose the perfect...
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Building a Legacy for Loved Ones: It is More Than Just Money
“Legacy.” It’s a big word with different meanings for millions of American families. As someone who’s done very well for yourself, we understand how important...
Success should be a reward - not an obstacle
Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.