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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
Jan 6, 20233 min read


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 30, 20222 min read


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 16, 20221 min read


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 9, 20222 min read


Year End Tax Planning for 2022
The Mid-term election is behind us, and we appear to have a divided government with a Republican majority in the House and democrat...

Steve Coker, CFP
Nov 18, 20222 min read



