by Brian Cochran, Financial Planner | CFP® | CKA® | Mar 30, 2021 | Uncategorized
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...
by Brian Cochran, Financial Planner | CFP® | CKA® | Mar 18, 2021 | Uncategorized
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...
by Brian Cochran, Financial Planner | CFP® | CKA® | Mar 11, 2021 | Uncategorized
ABQ Connect - with Brian Cochran https://www.johnmoore.com/content/uploads/2021/03/20210305.mp3 After a full year of lockdowns, it’s safe to say that most of us are ready to go back to pre-COVID life. With vaccines available and case count decreasing, the possibility...
by Brian Cochran, Financial Planner | CFP® | CKA® | Mar 3, 2021 | Uncategorized
ABQ Connect - with Brian Cochran https://www.johnmoore.com/content/uploads/2021/03/ABQ-Connect-2021-01-22-podcast.mp3 Fear is a God-given instinct to protect ourselves from harm. However, like all good things, too much fear can cause us harm. When you’re afraid, you...
by Brian Cochran, Financial Planner | CFP® | CKA® | Mar 1, 2021 | Uncategorized
Fritz Meyer, JMA’s most requested speaker, joined us for Education Day to offer his insights on the economy, the stock market and investment strategies. The stock market has hit new highs recently and has been trending positive since the election, but can we expect...
by Brian Cochran, Financial Planner | CFP® | CKA® | Mar 1, 2021 | Uncategorized
Finny Kuruvilla, CIO of Eventide, joined us for Education Day to discuss the state of the pandemic, and to give insight and clarity into contradicting and confusing information. Dr. Kuruvilla discussed the vaccines that are available, how trials were conducted, and...
