Brian Cochran, Financial Planner | CFP® | CKA®

New Mexico Education Day: 2024 Investment Outlook

Thank you to all who attended our New Mexico Education Day. In case you missed it, check out Bob Doll, our guest speaker and Chief Investment Officer of Crossmark Global Investments, Inc., as he shares his 10 Predictions for 2024.

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Planning for Generosity in 2024

For many people, the end of the year is the time for giving. It may be that the holiday season inspires a spirit of generosity for some. Others make a more calculated decision to maximize their charitable contributions for the year as part of their year-end tax strategy. Whatever the case, as we approach the…

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Generosity Planning with Tim MacDonald

For many, the end of the year presents a final opportunity for generosity. Whether you’re moved by the Christmas spirit or are looking to maximize your annual tax deductions, the holiday months are a prime opportunity to contribute to a meaningful cause. But what if giving wasn’t an end-of-year afterthought, but something you planned for…

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Investment Committee Insights – November 27, 2023

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Investment Committee Insights – November 20, 2023

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