Insights

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Investment Committee Insights

Watch each week as JMA weighs in on the latest investment news. Click any video below to get started.

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Sharing Our Financial Wisdom

Things Are Good, Why Do I Feel Bad?

By Brian Cochran, Financial Planner | CFP® | CKA® | July 16, 2019 | Financial Planning

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 a show called Comedians in Cars Getting Coffee.…

Death by Comparison

By Brian Cochran, Financial Planner | CFP® | CKA® | July 5, 2019 | Financial Planning

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 money: relative socioeconomic status. Socioeconomic status can be measured two ways. We can…

Love them equally, treat them uniquely

By John Moore, Principal | CIMA® | CKA® | June 12, 2019 | Wealth Transfer

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 sum could be a financial disservice to a family member who…

Big Things Come in Small Packages

By Brian Cochran, Financial Planner | CFP® | CKA® | May 17, 2019 | Investment Management

The power of compound interest is a broadly understood and well-documented phenomenon. I learned about compound interest and how it applies to personal finance early on in my financial planning training, but I recently came across an extreme example of it that took my appreciation of its capabilities to a whole different level. My story…

The $80 Billion Voluntary Tax

By Brian Cochran, Financial Planner | CFP® | CKA® | March 28, 2019 | Financial Planning

Taxes are due soon. But there’s one tax that gets paid all year long. Brian shines some light on its dark repercussions.

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