Brian Cochran, Financial Planner | CFP® | CKA®
Investing with Impact
At John Moore Associates, we are blessed to work with families who strive to express their heartfelt values, including their faith, in every aspect of life. Many of our clients already live out these convictions through charitable giving, aligning their financial blessings with their heart for generosity. Traditionally, this alignment has also meant screening out…
Understanding the Federal Deficit
Is the government spending too much? How much should we as citizens be concerned about our nation’s debt? These are common questions and discussions when it comes to the federal deficit, and they’re worth asking. Deficits can serve as tools for economic stimulation during downturns. But persistent and growing deficits can raise concerns about long-term…
Wealth That Stays for Generations
You work hard throughout your life to secure a future for the next generation. But the unpleasant reality is that wealth transfer often fails within three generations. According to a study by the Williams Group, approximately 70% of families have lost control of their assets by the third generation. That’s true across the world, independent of culture and tax…