by Cole Leonida, Financial Planner | CFP® | CKA® | Nov 22, 2022 | Uncategorized
As tempting as it might be to put off thinking about taxes until the new year, being proactive about your tax strategy can set you up for success. Over the next 90 days, you have a chance to make some smart year-end choices that could have a significant impact on your...
by Brian Cochran, Financial Planner | CFP® | CKA® | Oct 19, 2022 | Uncategorized
JMA sat down with Fritz Meyer to discuss market volatility and shed some light on the key factors affecting the market and how investors might respond. If you missed the webinar or wish to see it again, you can watch the recording...
by Brian Cochran, Financial Planner | CFP® | CKA® | Aug 1, 2022 | Uncategorized
Reacting to market changes is not the way to grow your wealth. It can be tempting to turn on the news each morning and watch the stock numbers with a sense of anxiety. Seeing your investments performing well might fill you with a feeling of security. Maybe you even...
by Cole Leonida, Financial Planner | CFP® | CKA® | Jul 27, 2022 | Uncategorized
When people feel rich, they spend more. But the effect doesn’t last. Remember when the government mailed us checks? Or perhaps you recall the day when the direct deposit stimulus payment hit your bank account? COVID was raging, businesses were forced to close their...
by Brian Cochran, Financial Planner | CFP® | CKA® | Jul 18, 2022 | Uncategorized
ABQ Connect https://www.johnmoore.com/content/uploads/2022/07/Brian-Cochran-ABQ-Connect.mp3 In this episode of ABQ Connect, Brian joins Jim Williams to talk about investment basics in relation to current events. Some of the topics we discuss include: what makes a good...
by Brian Cochran, Financial Planner | CFP® | CKA® | Jul 15, 2022 | Uncategorized
Too many businesses stumble at the point of succession. Unspoken assumptions about who will take the helm of a company can lead to last-minute surprises and disappointments. Succession built on an unsteady foundation can create instability for everyone on a team. But...
