Brian Cochran, Financial Planner | CFP® | CKA®

The Challenge of Our Current Housing Market

Homebuyers today are facing challenges they haven’t seen for several years. Here’s what you need to know about how we got here, and what to consider when buying a home.

Read More

Caring for Aging Family Members

As the first of a three-part video series on generational wealth transfer, Brian Cochran sits down a care manager with over 27 years of experience.

Read More

Preparing Executors and Trustees

In the second video in our series on Preparing the Next Generation, Brian Cochran sits down with Curtis Vernon, an Albuquerque estate attorney.

Read More

Being a Wise Steward of an Inheritance

Brian Cochran and Cole Leonida talk about how to best prepare a family to become wise stewards of inherited wealth. Third video of a 3-part series.

Read More

Today’s Top-Heavy Market

It’s important to invest based on your financial goals, not chasing trends in an attempt to “win” the stock market.

Read More

Tax-Planning Tips for the Year Ahead

As tempting as it may be to put off tax planning for the future, being proactive today is the best way to minimize stress and uncertainty in the coming year.

Read More

Brian Cochran Gives Perspective on the Banking Crisis

There’s a lot of uncertainty and fear surrounding the collapse of Silicon Valley Bank. Brian Cochran talks about the banking crisis and what it means for you in this video.

Read More

Economic Update From Economist Fritz Meyer

Watch independent economist and market analyst Fritz Meyer share his financial insights from Arizona Education Day 2023.

Read More

To Risk or Not to Risk?

Low-risk options are looking attractive as interest rates on savings, money market, and treasury bonds are now 4%, the highest they’ve been since 2008.

Read More

7 Year-End Planning Tips for Down Markets

This has been a year of economic challenges in many ways, from down-trending markets to persistent inflation. An aggressive Federal Reserve and the ripple effects of the midterm election season have added complexity to the financial outlook this year as well. But even challenging conditions can produce opportunities, and there are ways to make the…

Read More