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Brandon McCormick

Brandon McCormick
In Financial Planning, Wealth Management

Investing Alternatives During Periods of Market Volatility

During periods of market volatility, investors may look to alternative vehicles. Here are some options to consider. 2022 was a difficult year for investors, with all three major market indexes dipping simultaneously and taking their biggest hit since the housing crisis of 2008. Now, even with all three up through the first five months of 2023, volatility and uncertainty are…
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Brandon McCormick
In Financial Planning

Are Weddings Worth the Money?

While so many people dream of their special day, it’s worth asking the question: Is it worth the price? Love conquers all, right? It’s a nice thought, but as the price of having a fantasy wedding continues to soar, so many couples are left wondering if it’s worth it to have a grand showcase and celebration for their first moments…
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Brandon McCormick
In Tax Planning

7 Strategies to Reduce Taxes

No matter which phase of life you’re in, you might be looking for ways to trim your tax bill. Here are some strategies to consider! Each year around tax time, most of us wonder how we can pay less in income taxes, and the answer to that question is always, “It depends.” Each person’s situation is completely unique to them,…
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Brandon McCormick
In Wealth Management

What To Do with Inherited Money

Whether planned or unplanned, many are unsure of how to proceed after inheriting money. Here are a few steps you can take to make the most of it. So, you’ve inherited money. Depending on the circumstances, it may have been expected or unexpected, and it may or may not have come with a great deal of heartache. Nevertheless, too few…
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Brandon McCormick
In Financial Planning

Your 2022 Year-End Financial To-Do List

The end of the year is upon us. Here are some tasks to check off before 2023 arrives! As the year wraps up, it can be a great time to take financial inventory. Your circumstances are constantly changing and evolving, and the proper financial plan is not meant to be a set-it-and-forget-it thing. With the end of the year presenting…
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