Investment Management
Anticipating The Market’s Whims
This week, Brian Cochran joins KLYT to discuss how to anticipate market volatility, long term market trends, and finding opportunities for generosity.
Politics & Policy: A Webinar with Edward Mills
What’s going on in Washington, and what effects could it have on the market in the near future? Edward Mills, managing director and Washington policy analyst with Raymond James, recently joined us for a webinar where he shared his insights and expertise on the changes that are happening in our capitol and what it could…
Expectations vs. Outcomes
Many investors will tell you that you must time markets, and be in the right place at the right time in order to see progress in your investments. This just isn’t true. This misconception leads to destructive investor behaviors, and may detract from the long-term returns you need for reaching your long-term goals. Recent changes…
Half Your DAF
2020 was a unique year financially, resulting in a lot of cash just sitting there, unused. This is a perfect time to give and “half your DAF” (donor advised fund). Ask yourself, how much do I really need? How much is enough and what do I do with the rest? Many people find they have…
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…