Brian Cochran, Financial Planner | CFP® | CKA®

Today’s Top-Heavy Market

If you’ve been keeping an eye on market news this year, you may have noticed the trendline for the S&P 500 looks a bit different than what you’re probably seeing on your investment returns. You might also be a bit confused about what direction things are heading. Despite talk of recession and the failure of…

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Tax-Planning Tips for the Year Ahead

Now that Tax Day has come and gone, you may be eager to avoid thinking about the topic for a while. If you faced any unexpected tax bills or a lower refund than you anticipated, you may still be reeling from the surprise. But as tempting as it may be to put off tax planning…

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Brian Cochran Gives Perspective on the Banking Crisis

There’s a lot of uncertainty and fear surrounding the collapse of Silicon Valley Bank. Brian Cochran talks about the banking crisis and what it means for you in this video.

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Economic Update From Economist Fritz Meyer

Independent economist and market analyst Fritz Meyer presents his expert insights on what could lie on the financial horizon in 2023.

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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…

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