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Why Gold?
During May we made the decision to add gold, purchased through an exchange traded fund, to many of our portfolios. Let us be clear, we...

Steve Coker, CFP
5 days ago3 min read


Getting Your Docs In Order for Aging Parents
Aging can be difficult, and at some point, many of us will need some help taking care of our own affairs. When that time comes, it is...

Steve Coker, CFP
Jun 63 min read


The China Problem
This week Trump accused China of “totally violating” a recent trade agreement, raising trade tensions between the two countries once...

Steve Coker, CFP
Jun 13 min read


Social Security: Why You Should Wait
It is tempting to start taking Social Security Retirement benefits as soon as possible but making the most of Social Security...

Steve Coker, CFP
May 231 min read


Trade Deals Ease Recession Fears
Recession fears continued to fade this week as the Trump administration announced a flurry of trade deals with key trading partners. The...

Steve Coker, CFP
May 152 min read