Financial Planning
A Widow’s Guide to Finance
Becoming a widow is one of the most challenging milestones in one’s life. While reeling from grief and a new void in their life, a widow now must take on financial responsibilities that she might not have had to do in the past. Brian Cochran discusses why keeping your financial advisory circle small is a…
The 4 Biggest Financial Mistakes of 2021 (So Far…)
As vaccines have been rolling out and case numbers dwindling across the country, 2021 seems to bring with it optimism and tentative relief. However, a significant amount of uncertainty still remains. To call 2020 a rough year is quite the understatement, and we learned the hard way that the unexpected can, and at some point…
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.
The Risks of Social Distancing from Financial Advisors
Social distancing during the pandemic has also resulted in people distancing from real financial advisors. Brian Cochran of John Moore Associates discusses the trend toward “robo-advisors” that has been compounded by COVID-19 and what people are missing when they opt for a digital financial service over personalized expertise.
Small Businesses, Innovation, and the Future of the US Economy
The COVID-induced economic shutdowns have undoubtedly caused short-term harm to the economy, but I am not counting the US out just yet. The lasting impact of the shutdowns and the “new normal” are yet to be determined, but we are sure to see scars for years to come. However, I am increasingly optimistic about the…