Financial Planning
Inflation: Cause for Concern, Not Panic
Inflation concerns have been bubbling for some time. Those fears were realized in the April inflation report that shows the highest monthly core CPI numbers in my lifetime. Why is inflation spiking? Multiple stimulus bills have added trillions in surplus cash to Americans’ bank accounts (demand). Meanwhile, COVID shutdowns disrupted supply. A surplus of funds pursuing fewer…
Your 2021 Giving Plan
For a lot of people, January is the start of new resolutions, many that stick and many more that putter out after a month or two. We believe that making the decision to be more generous is one that everyone and anyone can, and should, adopt. Developing (and adhering!) to a giving plan is easier…
Generosity Principles: The P’s of Giving
Increasing your family’s generosity is easier when you have a giving plan based on sound principles. I frequently meet families who have a plan for saving, investing, or spending, but an intentional giving plan is rare. Why is this the case? As we talk to new clients, they often express a goal to give more…
Principles for Real Generosity
2020 has been a year of many ups and downs. But giving will always have the power to lift. Brian Cochran joins us to discuss the P’s of giving, the impact of sacrificial generosity, as well as how the market has fared since the presidential election.
New Year, New Questions
With a possible new president in the White House soon, many question how the tax landscape will change in the new year. Financial Planner Brian Cochran discusses how the government influences economic growth, monetary vs. fiscal policy, and reminds us that regardless of one’s net worth, money can’t provide for what is truly important.