Tag: wealth management
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Passing Wealth Without Wisdom Is the Real Family Risk
Over the next few decades, an unprecedented amount of wealth will change hands. Cerulli estimates as much as $124 trillion will pass to younger generations...
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10 Principles of Successful Investing
Successful investing isn’t about predicting markets or chasing headlines. It’s about behavior—staying patient, staying disciplined, and aligning your decisions with long-term goals. These principles reflect...
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You Hit Financial Freedom Early—Here’s What to Think About Before Walking Away
A few big questions for the high achiever ready to design what’s next. A lot of our clients reach financial independence earlier than expected. They’ve...
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Credit Freeze, Clear Mind: A Simple Step to Safeguard Your Identity
Why Cogent’s Founder, Michael Evans, Took Action—and Thinks You Should Too Instant online access has become our default setting. From paying bills to checking investments,...
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How to Turn the Sale of a Business into Generational Wealth — Without Losing So Much to Taxes
For many successful business owners and real estate investors, selling a highly appreciated asset is both a milestone and a minefield. On one hand, you’ve...
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How to Navigate Rising Homeowners Insurance Costs
In today’s constantly changing financial landscape, taking a comprehensive look at your financial well-being—including savings, spending, living expenses, and emergency funds—is more important than ever,...
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Navigating Market Volatility: Your Cogent Strategic Wealth Update
Chaos in the midst of chaos isn’t funny, but chaos in the midst of order is. – Steve Martin We find ourselves today in a...
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Why Diversify? The Best Case I’ve Ever Heard
Special post by Michael Evans, Founder of Cogent Strategic Wealth Cogent Wealth, the firm I founded, just celebrated 15 years of serving clients. Yet, I’ve...
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Smart Giving Strategies for the Well-Seasoned Over 70½: Maximize Tax Benefits with Qualified Charitable Distributions (QCDs)
What You Will Learn This article explores how those over the age of 70½ have tools to strategically maximize their charitable giving while reducing taxes....
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The Top Investing Questions for 2025
As we turn the page on 2024, a new chapter begins filled with new opportunities as well as obstacles we must face in our lives...
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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...
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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...
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.