Brian Cochran, Financial Planner | CFP® | CKA®
Being a Wise Steward of an Inheritance
Inheriting wealth can change your life dramatically. Are you prepared to steward those resources wisely and responsibly? Brian Cochran and Cole Leonida discuss ways individuals can better prepare their family members for a lifetime of healthy money habits, and how young people can ready themselves for the future.
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…
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…
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.
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.