Search
Steve Coker, CFP
- Jan 6, 2023
- 3 min
2023 Outlook
I admit that I read very little mainline news, including business news. I decided long ago that most business news (Bloomberg, Forbes,...
Steve Coker, CFP
- Dec 30, 2022
- 2 min
2022 A Year in Review
Many investors are happy to see 2022 end! After a roaring 2021 driven by easy money and high levels of stimulus, the proverbial chickens...
Steve Coker, CFP
- Dec 16, 2022
- 1 min
New Year Organization (A Financial Documents Checklist)
The end of the year is a great time to get organized, so you can start out the new year right. Here is a handy checklist to help you get...
Steve Coker, CFP
- Dec 9, 2022
- 2 min
Too Hot or Too Cold?
The stock market had a tough week as investors vacillated between worries that the economy is too hot, which would lead to more...
Steve Coker, CFP
- Dec 2, 2022
- 2 min
Giving with Joy
I had several conversations this week about the importance of giving. The Christmas season does, rightly, remind us that it is better to...