CFP®, ChFC®, CKA®
Chief Planning Officer
Financial Advisor
In light of recent tariff and geopolitical events, we’ve decided to begin publishing a short piece every Monday to discuss what we think we will be doing to navigate the recent crash and eventual recovery. In this series, we'll briefly cover key developments and how we plan to be responsive in our client's portfolios in […]
At CoCreate we are always looking to develop strategic relationships that will provide additional benefits to our clients. We are pleased to share that we have onboarded Realized 1031 as a sub-advisor to fill a very specific need for many of our clients.
Real Estate is a phenomenal wealth builder and it has been particularly powerful in the Bozeman community where we have seen dramatic appreciation of real estate values for many years, well over the national averages. We serve many families and individuals who have acquired a handful of rental properties over the years, utilizing conventional financing and steady rental income to build their asset base, often doing the work of managing and maintaining properties themselves, which further increases their return. If this has been your story, you should be proud of the wise decisions you have made and the hard work you have invested as well as grateful for the favorable market conditions you have experienced to this point.
As the year comes to a close, many of us find ourselves reflecting on how we can make a meaningful impact — not just in our own lives, but in the lives of others. It’s important that we understand the options we have available to us to help us create an impact on the things […]
This article is about the stock market decline on December 18, 2024. It is made up of notes and thoughts on December 19th at about 8:00AM. Stocks opened higher today, but there may be more to come. Yesterday, the “markets” declined rather precipitously, with the S&P 500 ending down 2.97%. Of course, nobody actually owns the […]
