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More Inflation, Less Growth
I am old enough to remember the 70’s, when gas lines were common, and inflation was eating away at earnings. Unfortunately, the current...
Steve Coker, CFP
Mar 5, 20222 min read
Market Volatility and Investment Timing
Ideally, wouldn’t we all love a crystal ball that could tell us when to buy low and sell high? However, as famed mutual fund manager,...
Carole Meitler
Feb 26, 20222 min read
Inflation Persists!
The annual inflation rate in the US accelerated to 7.5% in January, the highest level since February of 1982 and well above market...
Steve Coker, CFP
Feb 13, 20222 min read
Choppy Seas
2022 has begun with some choppy seas. From January 1, 2022, to January 27, 2022, the S&P 500 dropped -9.2 percent to mark the first...
Steve Coker, CFP
Feb 4, 20222 min read
2021: A Year in Review
To the surprise of many, 2021 was a wonderful year for stocks. Despite the extensive list of worries, the stock market continued to...
Steve Coker, CFP
Jan 7, 20223 min read
Inflation – Persistent or Transitory?
Inflation has clearly been on the rise this year, as seen in the economic statistics and at the local store and gas station. Inflation...
Steve Coker, CFP
Dec 3, 20212 min read
Preparing for a job change
A record 4.3M Americans quit their jobs in August. There are many reasons for the shift: record high job openings promising better...
Steve Coker, CFP
Oct 23, 20214 min read
The Worry List
Back in August we wrote about some of headwinds to economic growth for the remainder of the year. The list was short and included some of...
Steve Coker, CFP
Oct 9, 20213 min read
What is a fair share?
This week congress is expected to begin negotiations on sweeping changes to the U.S. tax code. We expect taxes to go up, particularly for...
Steve Coker, CFP
Jul 25, 20212 min read
More Inflation
In May I emphasized that inflation was on the move, and that inflation will become more and more important to investors in the months...
Steve Coker, CFP
Jul 16, 20213 min read
What about inflation?
The stock market was rattled this week on the release of April’s inflation data. Consumer price inflation (“CPI”) for the month of April...
Steve Coker, CFP
May 14, 20212 min read
Economic Boom
The S&P 500 hit another record this week as a combination of a receding virus, massive stimulus, and low interest rates pushed stocks,...
Steve Coker, CFP
Apr 11, 20212 min read
How the Economic Machine Works
As the virus recedes, investors are getting back to the nuts and bolts of the economy – a welcome change compared with tracking covid...
Steve Coker, CFP
Feb 19, 20211 min read
Adding up the stimulus
How could the stock market continue to rise during the pandemic? Why are stocks rising while so many Americans are still unemployed? The...
Steve Coker, CFP
Feb 13, 20213 min read
The Year Ahead – 2021 Outlook
When we wrote our 2020 outlook almost exactly one year ago, we outlined a basic expectation for 2020 and then highlighted the key risks...
Steve Coker, CFP
Jan 15, 20213 min read
2020 A Year in Review
Now that 2020 is over there are many who would rather not look back! Certainly 2020 will be remembered as a challenging year as many...
Steve Coker, CFP
Jan 8, 20213 min read
Valuation Check – What could possibly go wrong?
Despite the upheaval we have all felt during 2020, the stock market has made what appears to be a miraculous recovery, with the S&P 500...
Steve Coker, CFP
Dec 11, 20203 min read
Election Jitters
The market sold off this week as investors digested a combination of both positive and negative news including record breaking 3rd...
Steve Coker, CFP
Nov 1, 20202 min read
Market Returns During Elections
How will the election impact the market? If Biden wins will the market crash? What about a Trump win? Will the uncertainty alone but...
Steve Coker, CFP
Oct 2, 20203 min read
Valuation Check: Is the market ready for a fall?
The S&P 500 hit new highs this week and it is natural to start asking, “have we recovered too much too fast”. I have received several...
Steve Coker, CFP
Aug 21, 20204 min read
