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.

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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…

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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…

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Inflation: Cause for Concern, Not Panic

Inflation concerns have been bubbling for some time. Those fears were realized in the April inflation report that shows the highest monthly core CPI numbers in my lifetime. Why is inflation spiking? Multiple stimulus bills have added trillions in surplus cash to Americans’ bank accounts (demand). Meanwhile, COVID shutdowns disrupted supply. A surplus of funds pursuing fewer…

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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…

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