by Matt Hudak, AAMS®, CFP® | Mar 22, 2020 | Co|Create Resources
I believe that our economy is strong. I believe it is remarkably flexible and resilient. A couple of weeks ago I shared our thoughts in verse about economics considering COVID-19 and the “Oil Price War.” You also got a glimpse of my love for Mexican food. As we...
by Matt Hudak, AAMS®, CFP® | Mar 9, 2020 | Co|Create Resources
If I owned a Taco Truck (AKA, the perspective of a professional Wealth Manager) Matt Hudak, AAMS®, CFP® CoCreate Financial, Founder & CEO Over the last couple of weeks, we’ve watched Coronavirus stir panic across the United States. This past weekend, OPEC...
by Matt Hudak, AAMS®, CFP® | Feb 25, 2020 | Co|Create Resources
Coronavirus has dominated headlines for most of the year so far, and it’s become the most frequently asked question we’ve received from clients in regard to the security of their portfolios. For most of the year, the markets mostly ignored CV and have been...
by Christa Hudak, CFP®, ChFC®, CKA® | Feb 12, 2020 | Co|Create Resources
A Conversation in what Paying off your Mortgage Does and Does Not Achieve A CoCreate Financial Article by Christa Hudak There are a lot of opinions swarming around the world about financial matters and a plethora of places to turn for financial advice. One prevalent...
by Christa Hudak, CFP®, ChFC®, CKA® | Dec 5, 2019 | Co|Create Resources
Christa Hudak, CDFA® I am excited to be restarting my career as a Financial Advisor at Co|Create Financial. After about a year and a half out of the industry, I am drawn back because of how significant money is in each of our lives and the incredible depth at which I...
by Matt Hudak, AAMS®, CFP® | Oct 21, 2019 | Co|Create Resources
“How much will I need to Budget for healthcare costs when I retire?” When I sit down with people who are preparing for retirement, one of the most significant topics we end up wading through is their potential healthcare cost. Many have significant concerns that they...
by Matt Hudak, AAMS®, CFP® | Oct 2, 2019 | Co|Create Resources
Major market indices (S&P 500, Dow Jones Industrial Index, et al) have declined today, and have done so in a way that will make headlines. What do we really need to know? How should we react? The “Technical” Picture The chart at the top of the page...
by Matt Hudak, AAMS®, CFP® | Sep 26, 2019 | Co|Create Resources
Applying for a Mortgage is the Perfect Time to Reevaluate Your Financial Plan Like going to the doctor for your regular check-ups, it’s important to keep your finger on the pulse of your financial plan. Usually this happens in conversations with your Financial...
by Matt Hudak, AAMS®, CFP® | Jul 26, 2019 | Co|Create Resources
July is the season when economists and investment advisors reflect upon the first half of the year and give ink to their thoughts about the year to come. These are some of my mid-year musings, which will guide portfolios, investment decisions, and conversations over...
by Matt Hudak, AAMS®, CFP® | Jun 7, 2019 | Co|Create Resources
Understanding your mutual fund costs begins with understanding the underlying mechanics of your investment. In almost all circumstances, you own individual companies, loans (bonds) made to individuals, business and governments, and sometimes a few alternative...
