Effective Investment Strategies for High Achievers
Cogent Strategic Wealth, LLC Blog
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3w ago
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 ..read more
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Data-Driven Financial Decisions: Why Evidence-Driven Investing™ Works
Cogent Strategic Wealth, LLC Blog
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3w ago
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 ..read more
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The Evidence-Driven Way: Can You Afford to Ignore the Data?
Cogent Strategic Wealth, LLC Blog
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1M ago
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 ..read more
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What is Evidence-Driven Investing™?
Cogent Strategic Wealth, LLC Blog
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1M ago
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 ..read more
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Unlocking the Complexities of Illinois Estate Tax for Savvy, High Net Worth Investors
Cogent Strategic Wealth, LLC Blog
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1M ago
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 ..read more
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Beyond the Glitter of the Magnificent Seven: A Prudent Adventurer’s Guide to Thriving in the Diverse Investment Landscape
Cogent Strategic Wealth, LLC Blog
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2M ago
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 ..read more
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Building a Legacy for Loved Ones: It is More Than Just Money
Cogent Strategic Wealth, LLC Blog
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3M ago
“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 ..read more
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Investment Tactics for Estate Plans: Guide for Affluent Investors
Cogent Strategic Wealth, LLC Blog
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3M ago
Let’s say you’re planning a lifetime trip to trek through the Himalayas. You wouldn’t go mountain climbing without proper planning and the equipment to scale ..read more
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Building a Lasting Legacy: Personalized Estate Planning Strategies
Cogent Strategic Wealth, LLC Blog
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4M ago
As a high pursuer, you’re likely in a unique financial situation. You may have sold a business or exercised a substantial stock option recently. You ..read more
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The Benefits of Choosing a Fee-Only Advisor for Estate Planning
Cogent Strategic Wealth, LLC Blog
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4M ago
As Benjamin Franklin once said, “The only thing certain in life is death and taxes.” While that may sound a bit harsh, it’s reality that ..read more
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