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We believe the key to your success is empowering you to make smart decisions, so we provide accessible, educational articles written by our own advisors. These articles focus on everything from global monetary policy to tips on saving for retirement.

Is the War Over? The Market says so

This week, the S&P 500 rose above its February 27 th , 2026, level, the day before the Iranian war. Apparently, the market has decided that the war is over or at least is anticipating that a deal will be reached shortly. Oil fell to about $85 per barrel, a drop of $12 per barrel over the week, but was still above its pre-war level of $66 per barrel. Increasingly, the fog of war is lifting, and the market is focusing on economic growth. So far that is a good thing. Obviously

Steve Coker, CFP

Apr 175 min read

Can I Retire Before Age 59.5?

Can you retire before the age of 59.5? The quick answer is maybe, but many mistakenly believe that they simply cannot leave their job and access the retirement accounts before this age. In fact, while the IRS has a general rule that imposes a 10% penalty on accessing your retirement accounts before 59.5, there are many exceptions that allow those with adequate savings to retire in their 50’s. When I work with retirees that have not yet reached that age of 59.5, I like to dev

Steve Coker, CFP

Apr 103 min read