Insights

Our responsibility to our clients doesn’t stop when our doors close for the day. Our gears are constantly turning to provide you the best financial advice possible, day or night.

Investment Committee Insights

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

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Sharing Our Financial Wisdom

Understanding Interest Rates

By Cole Leonida, Financial Planner | CFP® | CKA® | April 16, 2024 | Investment Management

Since March of 2022, when the Federal Open Market Committee enacted the first of many interest rate increases, interest rates have been at the forefront of many people’s minds. Discussion dominates news channels and dinner table conversations alike. And with that discussion can come uncertainty and questions: Are interest rates high right now? When will…

Lessons and Principles from the Last Three Years

By Brian Cochran, Financial Planner | CFP® | CKA® | March 1, 2024 | Investment Management

At John Moore Associates, we believe in educating our clients and empowering them with financial knowledge to become better stewards of their own wealth and resources. Our commitment to generosity extends to our insights, which we offer freely, because the better educated you are as a steward, the better your financial decisions. In this video,…

New Mexico Education Day: 2024 Investment Outlook

By Brian Cochran, Financial Planner | CFP® | CKA® | February 13, 2024 | Investment Management

Thank you to all who attended our New Mexico Education Day. In case you missed it, check out Bob Doll, our guest speaker and Chief Investment Officer of Crossmark Global Investments, Inc., as he shares his 10 Predictions for 2024.

Money 101: How Do Credit Cards Work?

By Bethany Filer, Associate Financial Advisor | February 2, 2024 | Financial Planning

For young people beginning their financial journey, few topics hold as much mystique and stigma as credit cards. We’ve seen people at both unhealthy ends of a spectrum: those who accrue consumer debt, and those who avoid credit cards altogether. The truth is that credit cards are neither good nor bad. They are merely tools…

Arizona Tax Credits Offer Tax Savings: 2023 Update

By Cole Leonida, Financial Planner | CFP® | CKA® | January 9, 2024 | Charitable Giving, Financial Planning

A new year, another chance to trim your tax liability. In 2022, we wrote about Arizona’s unique tax credits and the tax savings they can provide. This program is still in place! We wanted to remind you of what these credits are, how they work, and what the updated figures are for the 2023 tax…

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