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Steve Coker, CFP
- Dec 17, 2017
- 3 min
Last Minute 2017 Tax Planning
With only about two weeks left in the year, Congress has yet to pass promised tax reform, though a bill does appear to be imminent. As of...
Steve Coker, CFP
- Nov 3, 2017
- 3 min
Year-End Tax Planning While the Rules Are Changing
As we move into the last months of 2017, aka tax planning season, we are faced with an unusual situation. Congress is debating the...
Steve Coker, CFP
- Jan 23, 2017
- 3 min
Valuation Check
With the S&P 500 rallying more than 8% since November 4th, several of our clients have asked whether the market is overvalued and in...