Tag: wealth management

Navigating the High School Years and Final Preparations for College
Navigating the High School Years and Final Preparations for College
What You’ll Learn: This post will guide you through the financial planning and decision-making processes during your child’s high school years, highlighting: Recap and Introduction...
Laying the Financial Foundation for Your Child’s College Education
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...
Presidential Elections and Your Investment Portfolio: Why Long-Term Strategy Wins
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...
Leaving a Legacy: Strategies for Impact Beyond Money
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...
Brace for Change: Navigating the 2025 Tax Law Sunset and Its Impact on Your Wealth
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...
Top Four Tax Pitfalls High-Income Earners Should Avoid
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...
How to Thrive Financially Without Missing Out on Life’s Mid-Life Joys
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...
Five Common Financial Pitfalls of High Achievers and How to Avoid Them
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...
Investing Strategies for High Achievers with Limited Time
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...
Nonlinear Financial Success Using Evidence-Driven Investing™
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...
Cogent Strategic Wealth: Evidence-Driven Investing™ Success Stories
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....
Data-Driven Financial Decisions: Why Evidence-Driven Investing™ Works
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...

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.