Brian Cochran, Financial Planner | CFP® | CKA®

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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Turbulence in the Current Bond Market

The bond market has historically been seen as a more conservative safe haven for investors when compared to the stock market. As we’re currently seeing, however, bond prices can also experience volatility. If you’re seeing red in unusual places as you review your investments, some of that turbulence may be to blame. The bond market…

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The Challenge of Our Current Housing Market

If you’ve considered buying a home in the past year, you’ve undoubtedly discovered that the housing market is in a less-than-ideal state, to put it mildly. Prices are up, interest rates are high, and many families are being priced out of the market for homes they might have easily purchased just a few years ago….

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