Financial Planning
Our Nation’s Debt
Debt isn’t limited to personal credit card balances or student loans. Financial Planner Brian Cochran talks with us about the national deficit, who the US owes money to, and how our attitudes toward it can drive the market. Any opinions are those of Brian Cochran, Jim Williams, or ABQ Connect, and are not and not…
Who Really Pays the Most Taxes?
Tax commentary from both politicians and the public leads me to think very few people understand how our tax system actually works, and who is paying the bill to operate our government. The Tax Cuts and Jobs Act (TCJA) compounded the sentiment that the rich pay too little in taxes, and the poor and middle…
It’s Time for Empty Pockets
In recent years, Donor Advised Funds (DAFs) have become a popular way for individuals to channel donations to qualified nonprofits. And because DAFs afford individuals useful tax and other benefits, many advisors have appropriately recommended DAFs to clients, often referring to them as “charitable savings accounts.” While DAF “sponsoring organizations” technically have control over funds…
Responding to Stress
Stress is completely unavoidable in the world today. We are living through a period of heightened uncertainty and change. As financial advisors, our job is to help people make wise decisions with their resources, no matter what the circumstances. This critical role becomes more complicated during periods of amplified stress (positive or negative). To better…
Financial Times’ Top 400 Financial Advisors of 2020
We are honored to announce that our very own Brian Cochran has been named one of Financial Times’ Top 400 Financial Advisors of 2020. A distinguished recognition, those selected must have a minimum of ten years of experience and manage more than $300 million in assets. Those on the list were also selected based on…