7 Year-End Planning Tips for Down Markets

by Brian Cochran, Financial Planner | CFP® | CKA® | Oct 27, 2022 | Investment Management

This has been a year of economic challenges in many ways, from down-trending markets to persistent inflation. An aggressive Federal Reserve and the ripple effects of the midterm election season have added complexity to the financial outlook this year as well. But even...

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Market Update Webinar with JMA and Fritz Meyer

by Brian Cochran, Financial Planner | CFP® | CKA® | Oct 19, 2022 | Investment Management

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...

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Market Volatility During Midterm Elections

by Cole Leonida, Financial Planner | CFP® | CKA® | Oct 11, 2022 | Investment Management

“Therefore do not worry about tomorrow, for tomorrow will worry about itself. Each day has enough trouble of its own.” – Matthew 6:34 This has been a big year for challenging economic news. There’s a lot of negativity in reporting, from talk of recession to discussion...

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Arizona Tax Credits Offer Tax Savings

by Brad Schneeflock, Financial Planner | CFP® | CKA® | Sep 2, 2022 | Charitable Giving, Financial Planning

Fall is a great time to be proactive about your tax strategy. The year will be over before you know it, and you don’t want to miss a meaningful opportunity to lower your taxes. You may already know about some common deductions and strategies like charitable giving and...

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Arizona Tax Credit Reminder

by Brian Cochran, Financial Planner | CFP® | CKA® | Aug 2, 2022 | Charitable Giving, Financial Planning

Don’t lose sight of this opportunity to cut your tax bill while practicing generosity. Each year, Arizona offers tax credits that independently reduce your state taxes when donations are made to select schools and organizations. Each credit has its own rules and...

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Markets are Forward-Looking

by Brian Cochran, Financial Planner | CFP® | CKA® | Aug 1, 2022 | Investment Management

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...

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The Wealth Effect

by Cole Leonida, Financial Planner | CFP® | CKA® | Jul 27, 2022 | Investment Management

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...

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ABQ Connect: What Makes a Good Investment?

by Brian Cochran, Financial Planner | CFP® | CKA® | Jul 18, 2022 | Faith-Based Finance, Investment Management

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...

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Successful Succession Planning

by Brian Cochran, Financial Planner | CFP® | CKA® | Jul 15, 2022 | Financial Planning, Wealth Transfer

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...

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Three Characteristics of Financial Advice

by Cole Leonida, Financial Planner | CFP® | CKA® | Jul 5, 2022 | Financial Planning

As with all things, financial planning advice comes with trade-offs. When looking for a financial advisor, you’ll need to consider your goals and needs as well as what you’re willing to spend on the service. Modern technology has made planning more accessible than...

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