Corkern & Company, Inc.

11/24/2025

Gratitude is at the heart of everything we do — and this season, we're especially thankful for the opportunity to work with such incredible people.

Whether you're traveling, cooking up a feast, or simply enjoying some well-deserved rest, we hope your Thanksgiving is filled with what (and who!) matters most.

Wishing you and your loved ones a warm, safe, and memorable Thanksgiving!

11/11/2025

On this Veterans Day, we’re taking a moment to reflect and say thank you. To all who have served and to the families who support them: your sacrifice, strength, and dedication mean more than words can express.

It’s easy to get caught up in the day-to-day, but today reminds us to slow down and recognize the everyday heroes who walk among us. If you’re a veteran or have one in your life, we hope today brings you the appreciation you so deeply deserve. Thank you for your service.

06/03/2025

Last month brought us surging stocks fueled in part by progress on trade with the United Kingdom and China and inflation metrics following a similar relaxing pattern as the previous month. Swipe through for more insights.

*This content is informational in nature and should not be taken as investment advice.*

As always, reach out to our team with any questions or needs. We are here as a resource for you. bcorkern.com

04/21/2025

Should stockbrokers and insurance agents be allowed to call themselves "advisors"? NASAA says no.

Most people don’t realize their “advisor” could actually be a salesman. About 25 years ago, some stockbrokers and insurance agents began to refer to themselves as advisors. Until now the term “advisor” has not been regulated.

The North American Securities Administrators Association (NASAA) has updated its model rules to limit the use of the title "adviser" and "advisor" to professionals who are properly licensed and act as fiduciaries. Registered investment advisors are fiduciary advisors. Salesmen are not fiduciary advisors and regulators are on the path for transparency for the public.

At Corkern & Company, Inc. we’ve always embraced a higher standard—as fee-only fiduciaries, we act in our clients’ best interest 100% of the time. No commissions. No sales agendas. Just advice you can trust.

📌 Titles matter. So does the legal responsibility and relationship behind them.

It’s a different relationship. bcorkern.com

04/14/2025

Market headlines may shift overnight — but long-term investing can be a consistent strategy for an unpredictable world. The recent 90-day tariff pause caused a major rally in major U.S. stock indexes, with the S&P 500 and Nasdaq posting various record-breaking daily gains. Investors who stayed the course reaped the rewards. But volatility may continue over the coming days and weeks.

Our team is here to help you navigate volatility with confidence, clarity, and a long-term plan that prioritizes your goals. If you have any questions or concerns, please feel free to give us a call. bcorkern.com

04/03/2025

Strong market reaction might be stirring feelings of apprehension and uncertainty for some — and rightfully so. But here’s the good news: staying focused on the long game can make a big difference.

Swipe for a few key reminders amid this market reaction. And if you have any questions or concerns, don’t hesitate to reach out — just give us a call. Our team is always here for you.

*This content is informational in nature and should not be taken as investment advice.*

03/11/2025

With all of the recent stock market developments as well as the broader recession talk, it’s natural to feel concerned. But history reminds us of a few key investing principles:

📈 Long-term investing can pay off – Markets have ups and downs, but staying the course can help you avoid emotional decisions.
📈 Diversification can help cushion volatility – A well-balanced portfolio can help manage risk. Our team is here to review your strategy with you.
📈 Market pullbacks can create opportunities – Periods of volatility can create opportunities for select long-term investors with certain risk tolerances and time horizons.

*This content is informational in nature and should not be taken as investment advice.*

We’ve been through market events like this before, and we’ll go through them again. Amid it all, our team is committed to keeping you informed and helping you navigate these changes with confidence.

If you have any questions or want to review your investment strategy, don’t hesitate to reach out. We’re always here as a resource. bcorkern.com

02/21/2025

Did you know that we now have a YouTube channel?
Follow us for educational content, market discussion/analysis and all things financially speaking.

WATCH the latest edition of "Financially Speaking" with Barry Corkern, CFP®, AIFA® and Lawson Corkern. February 20, 2025

Is there a correlation between politics and the market?
Lawson and Barry answer this question and more!

*This video is informational in nature and should not be taken as investment advice.*

Barry and Lawson discuss political activity and its effect on portfolio management.

01/08/2025

On Thursday, January 9, 2025, our nation will observe a National Day of Mourning to honor the life and legacy of former President Jimmy Carter. National Days of Mourning are a solemn occasion, and they are rare, with the last observance occurring in 2018 for President George H.W. Bush.

In recognition of this day, federal offices and the U.S. stock market will be closed. Our office will remain open.

We thank you for your continued trust in our team and are here to support you as the new year begins. If you have any questions or need assistance, please feel free to reach out. bcorkern.com

12/31/2024

Happy New Year from Corkern & Company! bcorkern.com

12/20/2024

Barry and Lawson review 2024 and discuss the strength of the U.S. economy, recent volatility, and how 2025 concerns do not change the course of planning and investing.
Watch "Financially Speaking": https://www.youtube.com/watch?v=h7v2teqd7yI

•Year in Review - 2024 | "Financially Speaking" (December 20, 2024)•

The 19th-century author Honoré de Balzac wrote, “Our worst misfortunes never happen, and most miseries lie in anticipation.” This sentiment perfectly captures 2024. Worries over a “hard landing” recession, market pullbacks, and election turmoil drove investor sentiment to extremes. Yet, as we reflect on the year, we find that many feared outcomes never materialized. The economy is growing steadily, and the Fed is still cutting interest rates. Inflation is near pre-pandemic levels as the November CPI measured 2.7%. The job market remains healthy- unemployment remains low at only 4.2%, and 2.3 million new jobs have been created over the past 12 months. GDP growth hit 2.8% in Q3, which exceeded expectations. This has all supported strong returns for several asset classes (see chart below). These positive developments highlight an important truth: excessive worry and fear can lead to decisions that undermine long-term success. Many short-term investors that were fearful about volatility didn’t stick to the plan and sold when things got tough; the long-term investors who have weathered volatility have been reaping the benefits.

As we look to 2025, finding balance—both in emotions and portfolios—will be challenging again. Stock market valuations are well above average, the path of interest rates is still uncertain, doubts about artificial intelligence are emerging, and geopolitical risks are evolving. There will likely be many more unforeseen events that will heighten investor concerns. But history shows that disciplined investors focused on the long-term are better positioned to navigate uncertainty and achieve financial goals.

As we celebrate a strong year for markets, the new year offers an opportunity to focus on balance and discipline. With thoughtful planning and a steady hand, we’re confident we’ll all be well-positioned for success in 2025 and beyond.

Have a Merry Christmas and a Happy New Year!

12/20/2024

We are only five days away from Christmas! We wanted to take a moment to extend our warmest wishes to you and yours.

One of Barry's favorite Christmas movies is "It's a Wonderful Life." We wanted to share this quote from Clarence, the angel, in the movie: "Remember, no man is a failure who has friends." We hope you have a joyful holiday season!

As always, please feel free to reach out if there’s anything we can assist you with. Merry Christmas from Corkern & Company!

Image source: https://wallpapers.com/wallpapers/it-s-a-wonderful-life-retro-movie-poster-6fcucrrtz810uv32.html