Tag: wealth management
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Laying the Financial Foundation for Your Child’s College Education
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...
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Presidential Elections and Your Investment Portfolio: Why Long-Term Strategy Wins
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...
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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...
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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...
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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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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...
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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...
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.