The Wealth Effect

by Cole Leonida, Financial Planner | CFP® | CKA® | Jul 27, 2022 | Uncategorized

When people feel rich, they spend more. But the effect doesn’t last. Remember when the government mailed us checks? Or perhaps you recall the day when the direct deposit stimulus payment hit your bank account? COVID was raging, businesses were forced to close their...

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ABQ Connect: What Makes a Good Investment?

by Brian Cochran, Financial Planner | CFP® | CKA® | Jul 18, 2022 | Uncategorized

ABQ Connect https://www.johnmoore.com/content/uploads/2022/07/Brian-Cochran-ABQ-Connect.mp3 In this episode of ABQ Connect, Brian joins Jim Williams to talk about investment basics in relation to current events. Some of the topics we discuss include: what makes a good...

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Successful Succession Planning

by Brian Cochran, Financial Planner | CFP® | CKA® | Jul 15, 2022 | Uncategorized

Too many businesses stumble at the point of succession. Unspoken assumptions about who will take the helm of a company can lead to last-minute surprises and disappointments. Succession built on an unsteady foundation can create instability for everyone on a team. But...

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Three Characteristics of Financial Advice

by Cole Leonida, Financial Planner | CFP® | CKA® | Jul 5, 2022 | Uncategorized

As with all things, financial planning advice comes with trade-offs. When looking for a financial advisor, you’ll need to consider your goals and needs as well as what you’re willing to spend on the service. Modern technology has made planning more accessible than...

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