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Steve Coker, CFP
- 4 days ago
- 2 min
Rebalancing: Self-Discipline in Buying Low and Selling High
One of the often-quoted tenets of good investing is to buy low and sell high. Similar to commercial spending – you want to purchase...
Steve Coker, CFP
- Feb 25
- 3 min
Inheriting an IRA? 4 key rules you should know
If you have been named as the beneficiary of an IRA then you should know that inheriting an IRA is different from inheriting other...
Steve Coker, CFP
- Feb 18
- 3 min
Tax Tips: The IRA
It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...
Steve Coker, CFP
- Jan 21
- 1 min
Updated Retirement Plan Contribution Limits 2024
The IRS has published the 2024 contribution limits for your 401k, IRA, and other retirement plans. Now is a great time to review your...
Steve Coker, CFP
- Dec 8, 2023
- 3 min
Why Dividends Matter – and Don’t
When it comes to stock investing, dividends matter – and don’t. Here is what I mean. Dividends truly matter to overall stock returns...