Search
Steve Coker, CFP
- Mar 8
- 2 min
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 1
- 1 min
Inflation under 3%
This week the Federal Reserve’s preferred measure of inflation, the PCED or Personal Consumption Expenditures Deflator, fell below 3% for...
Steve Coker, CFP
- Feb 25
- 3 min
Inheriting an IRA? 4 key rules you should know
If you have been named as the beneficiary of an IRA then you should know that inheriting an IRA is different from inheriting other...
Steve Coker, CFP
- Feb 18
- 3 min
Tax Tips: The IRA
It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...
Steve Coker, CFP
- Feb 9
- 3 min
Keeping your identity safe
Capital One, Home Depot, 7-Eleven, TJMaxx, Marshalls, and even the credit reporting site Equifax have one thing in common – all have been...