What You’ll Learn: This post will guide you through the financial planning and decision-making processes, guiding you through the Journey of College Planning, highlighting: Welcome...
What you will learn: In this blog post, you’ll discover why presidential elections have surprisingly little impact on long-term investment returns, debunking a common myth...
Once you’ve reached a certain level of wealth, you may start thinking, “What comes next?” It’s not uncommon for your focus to move from accumulation...
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...
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...
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...
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...
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....