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Steve Coker, CFP
- 2 days ago
- 2 min
Tax Cuts Expiring
The Tax Cuts and Jobs Act (“TCJA”), originally passed in 2017, was one of the most significant tax cuts in U.S. history. It reduced...
Steve Coker, CFP
- Apr 19
- 2 min
Risk Realized
So far, April has not been good for the stock market, which is now down almost 6% from its high at the end of March. The most significant...
Steve Coker, CFP
- Apr 12
- 2 min
The Cost of Chasing Fund Performance
It’s so easy to do and seems so reasonable. If you have a mutual fund that is underperforming, why not simply swap it out for a fund...
Steve Coker, CFP
- Apr 5
- 1 min
The Consumer Powerhouse
As anyone who has visited a mall or store recently can attest, Americans continue to shop. In fact, in large part, American consumers...
Steve Coker, CFP
- Mar 24
- 2 min
Tax Treatment of Donor Advised Funds
Donor Advised Funds (“DAF’s”) are an excellent way to achieve your charitable goals. We are big fans of these instruments, especially...