by Brian Cochran, Financial Planner | CFP® | CKA® | Jan 28, 2019 | Uncategorized
At JMA we teach Six Keys to Financial Success: ‐Spend less than you make ‐Be prudent about debt ‐Build liquidity ‐Set long‐term goals ‐Act like a manager, not an owner ‐Give Generously These timeless principles not only help you meet long‐term goals, but also prepare...
by Brian Cochran, Financial Planner | CFP® | CKA® | Dec 26, 2018 | Uncategorized
When the market is volatile, the temptation to sell stocks is strong, but it rarely benefits investors. According to Bank of America/Merrill Lynch, investors pulled $39 billion out of stock funds and over $8 billion from bond funds in the week ending Dec. 12, 2018....
by Brian Cochran, Financial Planner | CFP® | CKA® | Dec 21, 2018 | Uncategorized
Millennials are now the largest generation in the US and the most represented age group in the workforce. I’m one of them. We are starting to save and invest in stocks, real estate and other markets, which is great news. Everyone benefits from a new generation of...
by Brian Cochran, Financial Planner | CFP® | CKA® | 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, Financial Planner | CFP® | CKA® | 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...
