Brian Cochran, Financial Planner | CFP® | CKA®
To Risk or Not to Risk?
As you’ve undoubtedly noticed, 2022 was a big year for interest rate hikes. All told, the Fed raised borrowing rates seven times last year, ending with interest rates higher than they’ve been since 2007. The purpose of these interest rates is to slow economic growth and reduce inflation. There is an expected but welcome side…
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…
Market Update Webinar with JMA and Fritz Meyer
JMA sat down with Fritz Meyer to discuss market volatility and shed some light on the key factors affecting the market and how investors might respond. If you missed the webinar or wish to see it again, you can watch the recording below:
Arizona Tax Credit Reminder
Don’t lose sight of this opportunity to cut your tax bill while practicing generosity. Each year, Arizona offers tax credits that independently reduce your state taxes when donations are made to select schools and organizations. Each credit has its own rules and limitations. You can learn more about individual tax-cutting opportunities on the Tax Credit…
Markets are Forward-Looking
Reacting to market changes is not the way to grow your wealth. It can be tempting to turn on the news each morning and watch the stock numbers with a sense of anxiety. Seeing your investments performing well might fill you with a feeling of security. Maybe you even want to put more money into…