by Brian Cochran, CFP®, CKA®, Financial Planner | Nov 21, 2018 | Blog, Insights
Mark Twain is credited with saying that “History does not repeat itself, but it often rhymes.” Market history is no exception. Stock markets are extremely unpredictable in short periods but we can draw clues and patterns from the past. Stock market corrections (like...
by Brian Cochran, CFP®, CKA®, Financial Planner | Oct 31, 2018 | Blog, Insights, Uncategorized
“You must be busy” is a comment I hear a lot whenever we see market volatility. People assume our office becomes a hub for panic and fear during market downturns. This is far from the truth. The families we serve tend to be wise and patient investors who have...
by Brian Cochran, CFP®, CKA®, Financial Planner | Oct 22, 2018 | Blog, Insights, Uncategorized
Every Monday morning, seven JMA team members meet for our Investment Committee. Much of our decision making is driven by quantitative analysis, but we also take time to share sentiments our advisors see in clients. The team is always on the lookout for behavioral red...
by Brian Cochran, CFP®, CKA®, Financial Planner | Sep 26, 2018 | Blog, Insights, Uncategorized
The title “financial advisor” is under scrutiny. It’s a confusing blanket term that does little to explain the intricacies of the industry, and regulators are trying to help consumers differentiate between the various business models and standards in financial...
by Brian Cochran, CFP®, CKA®, Financial Planner | Mar 13, 2018 | Blog, Insights, Uncategorized
How rising wages shook the market, and how to respond. We recently experienced a rapid stock market correction. This rush of volatility came after a year of unusually smooth market activity, and left investors wondering if they might need to change their investment...
