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Steve Coker, CFP
- Dec 3, 2018
- 2 min
What is a Capital Gain Distribution?
During the month of December mutual funds often make large cash distributions to shareholders based on the capital gains that were...
Steve Coker, CFP
- Nov 26, 2018
- 2 min
What is Bothering Stocks?
Over the past 8 weeks, the S&P 500 has erased its gains for the year and is now officially in correction territory with a 10% decline...
Steve Coker, CFP
- Apr 30, 2018
- 2 min
An Update on the Fiduciary Rule
In the past, we have written about the Department of Labor’s new fiduciary rule for investment professionals. While the rule was...
Steve Coker, CFP
- Apr 22, 2018
- 3 min
If Rates Are Rising, Should I Still Be In Bonds?
One of the questions we're frequently asked is: “If interest rates are rising, should I still be invested in bonds?” The question arises...
Steve Coker, CFP
- Feb 26, 2018
- 3 min
What to Do with Good News
The good news continues to roll in for the global economy. As we discussed at last week’s investor conference, one of the most prominent...