Brian Cochran, Financial Planner | CFP® | CKA®

Economic Update From Economist Fritz Meyer

Independent economist and market analyst Fritz Meyer presents his expert insights on what could lie on the financial horizon in 2023.

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To Risk or Not to Risk?

As you’ve undoubtedly noticed, 2022 was a big year for interest rate hikes. All told, the Fed raised borrowing rates seven times last year, ending with interest rates higher than they’ve been since 2007. The purpose of these interest rates is to slow economic growth and reduce inflation. There is an expected but welcome side…

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7 Year-End Planning Tips for Down Markets

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 challenging conditions can produce opportunities, and there are ways to make the…

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Market Update Webinar with JMA and Fritz Meyer

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 below:

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Arizona Tax Credit Reminder

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 limitations. You can learn more about individual tax-cutting opportunities on the Tax Credit…

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