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  • Where decades of experience
    meet undivided attention.

    At Cora Capital Advisors, we offer expert insight into the most current and successful trends in financial planning, specifically designed to meet the needs of each client, with the goal of maximizing growth of your investments.

    What's my risk number?

  • Where decades of experience
    meet big picture thinking.

    At Cora Capital Advisors, we offer expert insight into the most current and successful trends in financial planning, specifically designed to meet the needs of each client, with the goal of maximizing growth of your investments.

    What's my risk number?

  • Where decades of experience
    meet the power of independence.

    At Cora Capital Advisors, we offer expert insight into the most current and successful trends in financial planning, specifically designed to meet the needs of each client, with the goal of maximizing growth of your investments.

    What's my risk number?
News & Press

We understand the need to communicate with our clients during a volatile time…With despair comes opportunity. Markets have fallen significantly since the arrival of COVID-19. And yet, this black swan event exemplifies our use of asset allocation as a means of mitigating risk for our clients. Clients who are not yet retired should understand that time is on their side. Clients who are close to, or in retirement should take comfort in knowing that a significant portion of their portfolios are in fixed income, which has performed well during the equity selloff. Any cash needs can be satisfied from fixed…

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