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The Cost of Chasing Fund Performance
It’s so easy to do and seems so reasonable. If you have a mutual fund that is underperforming, why not simply swap it out for a fund...
Steve Coker, CFP
Apr 12, 20242 min read
The Consumer Powerhouse
As anyone who has visited a mall or store recently can attest, Americans continue to shop. In fact, in large part, American consumers...
Steve Coker, CFP
Apr 5, 20241 min read
Tax Treatment of Donor Advised Funds
Donor Advised Funds (“DAF’s”) are an excellent way to achieve your charitable goals. We are big fans of these instruments, especially...
Steve Coker, CFP
Mar 24, 20242 min read
Rebalancing: Self-Discipline in Buying Low and Selling High
One of the often-quoted tenets of good investing is to buy low and sell high. Similar to commercial spending – you want to purchase...
Steve Coker, CFP
Mar 15, 20242 min read
On Elephants and Donkeys
During my 20 years of professional investing experience, I have learned that political considerations rarely matter as much as the papers...
Steve Coker, CFP
Mar 8, 20242 min read
