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Michael Cochran
Pay It Forward – Improving Financial Education For Our Youth
Pay It Forward – Improving Financial Education For Our Youth
In recent decades, our economy has dramatically changed and advanced. Many of these changes have been made through creating efficiencies, where individuals and companies can do more with less time, effort, and manpower. An area […]
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What Is NUA, And Should I Think About It?
What Is NUA, And Should I Think About It?
3 Feb 2023
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The obscure acronym NUA, which stands for “Net Unrealized Appreciation”, is one that Lockheed Martin employees holding shares of company stock in their 401k plans might have heard. The Lockheed plan allows for the company’s […]
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What It Means To Truly Be Diversified
What It Means To Truly Be Diversified
3 Feb 2023
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Last year was historic on many fronts as it relates to the market and volatility. This includes downside volatility (markets declines), along with Fed action that investors have not experienced in decades. Prior to this, […]
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Coordinating Retirement Income
Coordinating Retirement Income
3 Feb 2023
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Retirement income for Lockheed Martin retirees is a highly important factor to consider when creating a financial plan. When beginning to explore retirement, individuals with a Lockheed pension plan must thoroughly explore their options. To […]
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Tax Loss Harvesting
Tax Loss Harvesting
In challenging years in the markets, such as this one, it can be difficult to find positives. One potential silver lining for times like this is that we are presented with an opportunity to possibly […]
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Understanding Inflation & Interest Rates
Understanding Inflation & Interest Rates
22 Sep 2022
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Inflation and interest rates have been the media’s main headliners for most of 2022, and with good reason – this is the highest inflation has been in more than three decades and interest rates have […]
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June 2022 Market Update
June 2022 Market Update
16 Jun 2022
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A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close […]
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What Does It Mean To Truly Be Diversified
What Does It Mean To Truly Be Diversified
We are almost halfway through the year, and we have seen increased movement in the markets due to several factors. This includes downside volatility (markets declines), and some to the upside (market increases). While we […]
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Trouble with the (Yield) Curve
Trouble with the (Yield) Curve
28 Apr 2022
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The first quarter of the year presented a bumpy start to 2022. We are in a time where multiple events seem to be occurring all at once. This includes inflationary concerns, Russia’s recent aggressive actions, […]
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How We Learned to Stop Worrying and Love the 1040
How We Learned to Stop Worrying and Love the 1040
28 Apr 2022
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If you have met with one of our advisors, we have probably asked you to share your most recent tax return with us.  While we are not tax advisors or tax preparers, we do have […]
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