Brian Cochran, Financial Planner | CFP® | CKA®
Education Day 2021 Guest Speaker Spotlight: Finny Kuruvilla
Finny Kuruvilla, CIO of Eventide, joined us for Education Day to discuss the state of the pandemic, and to give insight and clarity into contradicting and confusing information. Dr. Kuruvilla discussed the vaccines that are available, how trials were conducted, and how confident we should feel in their efficacy. Dr. Kuruvilla also cautioned us against…
Education Day 2021 Guest Speaker Spotlight: Bree Cochran
Brian’s sister, Bree Cochran, joined JMA for Education Day to discuss maintaining wellness during the pandemic, which has caused stress for many people for a myriad of reasons. Bree focuses on how we’re impacted by the food we eat, the sleep we get, how (and how often) we are active throughout the day, and how…
Your 2021 Giving Plan
For a lot of people, January is the start of new resolutions, many that stick and many more that putter out after a month or two. We believe that making the decision to be more generous is one that everyone and anyone can, and should, adopt. Developing (and adhering!) to a giving plan is easier…
New President, Old Principles
It’s the beginning of a new presidential term, and with new leadership comes new policies, conflict, and uncertainty in the marketplace. At least, that’s how many people feel. With the historic last few weeks America has had on top of a year that turned the world upside down, it’s no wonder emotions are higher than…
Generosity Principles: The P’s of Giving
Increasing your family’s generosity is easier when you have a giving plan based on sound principles. I frequently meet families who have a plan for saving, investing, or spending, but an intentional giving plan is rare. Why is this the case? As we talk to new clients, they often express a goal to give more…