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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...


Steve Coker, CFP
- Oct 3, 2016
- 3 min
Don't Shop! Invest!
I’m shopping for a new car. I’m shopping for a new car because I need one, but that’s not a problem because I actually enjoy looking...


Steve Coker, CFP
- Oct 26, 2015
- 4 min
Buying High and Selling Low: Why Trading Can Destroy Your Portfolio
Like so many things in life, investing looks so easy when looking backward. When we look at a historical chart we all wish that we had...


Steve Coker, CFP
- Oct 5, 2015
- 2 min
Valuation Check - The Weighing Machine
Is the stock market in a bubble? Is it headed for a fall? Predicting the stock market over the short term is hard, some would say...


Steve Coker, CFP
- Aug 24, 2015
- 2 min
The Upside of Crazy
We are all a little bit crazy; or at least a bit irrational. While logic would predict that humans would behave… well… logically, human...


Steve Coker, CFP
- Mar 11, 2015
- 2 min
Do I Really Need an Advisor?
The truth about managing your money is that you can do it yourself. I have painted my own house, poured my own concrete, and fixed my own...