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Steve Coker, CFP
- Feb 7, 2020
- 4 min
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
- Oct 15, 2018
- 2 min
Inflation Watch
We all hate inflation when the cost of goods and services rise. Fortunately, for more than a decade, inflation in the United States has...
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...
Steve Coker, CFP
- Jan 2, 2018
- 2 min
A Letter From Our President in 2018
A little over three years ago, we set out on a journey to create a better financial planning and investment management firm. The simple...
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...