by Brian Cochran, Financial Planner | CFP® | CKA® | Aug 21, 2019 | Uncategorized
They say no news is good news. I believe that no news outlets are good news outlets, either. Most of the major national media companies are not your friend. In fact, I’ll go so far to say that I believe many of them should be viewed on the same level as drug dealers...
by Brian Cochran, Financial Planner | CFP® | CKA® | Aug 16, 2019 | Uncategorized
You may have seen the big news that the 2 year/10 year yield curve inverted on August 13th. This interest rate activity, and the 3% stock market drop that accompanied it, were meaningful enough to make it out of the financial news cycle and into the main stream. The...
by Guest Contributor Scott Cummings | Jul 26, 2019 | Uncategorized
Our team of financial advisors collaborates with many local specialists in the markets we serve. I asked one of those specialists, Scott Cummings of Fairway Independent Mortgage, to provide a guest blog post regarding the recent drop in interest rates and the buzz...
by Brian Cochran, Financial Planner | CFP® | CKA® | Jul 16, 2019 | Uncategorized
I love standup comedians. As observers of society, they call out what the rest of us can’t see or refuse to acknowledge. It’s easy to brush off even the best comedians as simple entertainers. I think many are geniuses. One of my favorite comedians, Jerry Seinfeld, has...
by Brian Cochran, Financial Planner | CFP® | CKA® | Jul 5, 2019 | Uncategorized
Most of us are familiar with the negative impact stress has on our health. We are also familiar with the common causes of stress: troubled relationships, busy schedules, demanding work environments, etc. New research shows an additional cause of stress related to...
by John Moore, Principal | CIMA® | CKA® | Jun 12, 2019 | Uncategorized
We often use this quote from Ron Blue when describing our recommended thought process for designing an estate plan. Over the years, we continue to find that each beneficiary has unique needs that should be addressed using unique solutions. For example, a large lump...
