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The Labor Market Isn’t Dead Yet
May’s employment report provided some much-needed positive news in the midst of a terrible economic picture. Instead of the large drop in...
Steve Coker, CFP
Jun 11, 20202 min read
How to Deal with Job Uncertainty
Weekly unemployment claims are declining, but the number of new claims still topped 400,000 last week and many Americans remain concerned...
Steve Coker, CFP
May 29, 20204 min read
Some Good News
My family has been enjoying John Krasinski’s “Some Good News” (available on YouTube) during the shutdown. Krasinski’s regular...
Steve Coker, CFP
May 22, 20202 min read
Is it time to refinance my mortgage?
Interest rates are once again near all time lows and it may be worth considering a refinance of your home mortgage. Before you call your...
Steve Coker, CFP
May 16, 20203 min read
Buying High and Selling Low – Why trading can destroy your portfolio
Like so many things in life, investing looks so easy when looking backward. When we look at a historical chart we all wish that we had...
Steve Coker, CFP
May 1, 20204 min read
Roth Conversions
With the stock market down due to the present COVID-19 crisis, it’s a great time to consider a Roth conversion if you have assets in a...
Carole Meitler
Apr 24, 20203 min read
The Other Side of the Valley
Even as the number of new cases and deaths from Covid-19 continue to rise globally, the stock market is beginning a comeback. Indeed the...
Steve Coker, CFP
Apr 19, 20202 min read
Coronavirus Tax Relief
In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have...
Carole Meitler
Apr 3, 20203 min read
The CARES Act – What’s in it?
As of this writing the Corona Virus Aid Relief and Economic Security (‘CARES’) Act, a $2 trillion emergency fiscal stimulus package, has...
Steve Coker, CFP
Mar 27, 20203 min read
3 Tips to Weather Volatility
We have seen exceptional market volatility during the past few weeks as stocks have fallen quickly, risen quickly and then reversed...
Steve Coker, CFP
Mar 21, 20202 min read
Investor Basics: Mutual Funds
Whether you are new to investing or already have holdings in mutual funds, you may not fully understand what exactly mutual funds are,...
Carole Meitler
Mar 6, 20205 min read
Coronavirus Concern 2.0
On February 1st, in the early days of the Corona virus (now the more specific Covid-19) outbreak, we noted that historical outbreaks had...
Steve Coker, CFP
Feb 28, 20202 min read
The High Cost of Variable Annuities
I love the idea of annuities. Wouldn’t it be wonderful if retirees could simply get ‘minimum returns’ or ‘guaranteed withdrawals’ from...
Steve Coker, CFP
Feb 7, 20204 min read
The SECURE Act – Big changes for IRA’s
As of January 1, 2020 the “Setting Every Community Up for Retirement Enhancement” (“SECURE”) ACT became law, ushering in some of the most...
Steve Coker, CFP
Jan 17, 20202 min read
2019 A Year in Review
By almost every measure 2019 was an exceptional year. Not only did the stock market in the U.S. and globally have their best year since...
Steve Coker, CFP
Jan 3, 20202 min read
2019 Year-End Tax Planning Ideas
December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving...
Steve Coker, CFP
Dec 2, 20192 min read
Valuation Check
It has been an exceptional year for stocks and the S&P 500 is hitting new highs. The rally continues to be broad, with all the S&P 500...
Steve Coker, CFP
Nov 25, 20192 min read
The Family Estate Planning Conversation
As we move into the holiday season families across the country will come together – and refuse to talk about money. Admittedly, talking...
Steve Coker, CFP
Nov 11, 20193 min read
Big Changes Coming to IRAs: The SECURE Act
New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate,...
Steve Coker, CFP
Oct 28, 20192 min read
Want to retire in 5 years? – Here are 5 things to do now!
If you are planning to retire within the next 5 years or less, then it is time to get serious about getting ready. Retirement can be a...
Steve Coker, CFP
Aug 26, 20193 min read
