Financial Planning
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…
Our Emergency Preparedness Plan
Like any financial plan, it’s best to be prepared. Every news outlet is reporting stories of families who are rushing to stores to stock up on goods in case the recent spread of coronavirus leads to a crisis. Here at John Moore Associates, we have our own plan to prepare our business for emergencies that…
The Heart of Financial Matters in Marriage
Matthew 6:21 says, “Where your treasure is, there will your heart be also.” Financial Planner Brian Cochran talks to us about the connection between your beliefs and money, how to discuss money in a marriage, and why a financial advisor can be a good money marriage counselor. Any opinions are those of Brian Cochran and…