Brian Cochran, Financial Planner | CFP® | CKA®
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…
ABQ Connect: What Makes a Good Investment?
In this episode of ABQ Connect, Brian joins Jim Williams to talk about investment basics in relation to current events. Some of the topics we discuss include: what makes a good investment, why it’s important to keep emotions in check when making financial decisions, and how Biblical principles offer a timeless and transcendent way…
Successful Succession Planning
Too many businesses stumble at the point of succession. Unspoken assumptions about who will take the helm of a company can lead to last-minute surprises and disappointments. Succession built on an unsteady foundation can create instability for everyone on a team. But when succession is planned carefully and handled as a collaboration between successor and…