Resources - Cogent Independent Advisors

More options for education savings

Expanded 529 plan benefits will make it easier to invest in your children or grandchildren’s future.

Family & Lifestyle

Spring clean your finances

Streamline planning for the future by getting organized.

Family & Lifestyle

Travel securely: Keep your information protected on the go

Learn about a few simple things you can do to protect your personal information while you travel.

Technology & Innovation

Making sense of precious metals

1/26/2026

Raymond James Chief Investment Officer Larry Adam evaluates gold and silver as portfolio diversifiers.

Markets & Investing

Recruit and retain your staff with equity compensation

Equity compensation has proven to be an important consideration for employees, which makes it important to employers as well.

Business Ownership

Prepare for proxy voting season

Understand the power of your vote in shaping your investments.

Markets & Investing

Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle

What to do after a loved one passes away

Take action during an overwhelming time with this quick guide.

Family & Lifestyle

Navigating pressure as a young millionaire

When success opens doors, it’s savvy decisions that can keep them open.

Business Ownership

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