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Stocks and Bonds Rally on Potential Lower Rates
Stocks and bonds and gold all rallied on Friday after Federal Reserve Chairman Jerome Powell, in statement at the annual Jackson Hole...
Steve Coker, CFP
Aug 22, 20252 min read


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
Jun 13, 20253 min read


2025 Outlook
Forecasting is always a dangerous business. Look at 2023 and 2024, when many economists were predicting a major recession and stock...
Steve Coker, CFP
Jan 3, 20254 min read


The Pros and Cons of Owning a Rental Property
We are frequently asked whether it is a good idea to invest in real estate. The answer of course is “it depends”. As the saying goes,...
Steve Coker, CFP
May 31, 20243 min read


Investing Basics: What is an ETF?
I’ve recently had a number of conversations about ETFs – how they work, what the benefits are, etc. Despite the fact that they make up a...
Steve Coker, CFP
May 24, 20243 min read



