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Carole Meitler
- Mar 6, 2020
- 5 min
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,...
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...
Carole Meitler
- Jan 26, 2020
- 3 min
Investor Basics: Financial Goals and Resolutions
With the beginning of a new year, we hear and think a lot about goal setting. ‘Tis the season for it! Without being cliché, goal...
Steve Coker, CFP
- May 21, 2018
- 2 min
How Much Cash Should I Hold?
While we believe that making your money work for you is important, it is also important to hold some cash in checking and savings for...
Steve Coker, CFP
- Nov 30, 2017
- 2 min
What Is a Benchmark?
A benchmark is a reference point against which you can compare an investment or portfolio. A benchmark is most often used as a comparison...