by Brian Cochran, Financial Planner | CFP® | CKA® | Feb 10, 2023 | Insights
Independent economist and market analyst Fritz Meyer presents his expert insights on what could lie on the financial horizon in...
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...
by Joe Limke, Financial Advisor | AAMS® | Oct 23, 2018 | Blog, Insights, Uncategorized
Friends and prospective clients often ask me why they should hire a financial advisor. It’s a logical question. Why should they? I thought it might be helpful to share why I hired an advisor before switching careers and becoming an advisor myself. I was once a...
by John Moore, Principal | CIMA® | CKA® | Oct 22, 2018 | Blog, Insights, Uncategorized
“Age & Stage” is a term you’ll hear our team members use from time to time to describe our reasoning for a particular financial recommendation. As I mentioned in previous post, different people can be at different life stages at the same age, or the same stage at...
by Brian Cochran, Financial Planner | CFP® | CKA® | Oct 22, 2018 | Blog, Insights, Uncategorized
Every Monday morning, seven JMA team members meet for our Investment Committee. Much of our decision making is driven by quantitative analysis, but we also take time to share sentiments our advisors see in clients. The team is always on the lookout for behavioral red...
