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Bad is Good and Good is Bad
The S&P 500 gained a modest 1.5% this week, giving back by Friday almost all of the 6% two-day gain from Monday and Tuesday. The market...

Steve Coker, CFP
Oct 7, 20221 min read


Troubles in the UK and China
Markets were spooked this week by troubles in both the UK and China. The UK launched a program to boost the economy through a...

Steve Coker, CFP
Oct 1, 20222 min read


The Tightening Continues
As expected, the Federal Reserve Raised rates by 0.75% this week to a target range of 3% - 3.25%, ratcheting interest rates higher in an...

Steve Coker, CFP
Sep 23, 20221 min read


Roth Conversions
With the stock market down in 2022, now may be a great time to consider converting a portion of your traditional IRA to a Roth IRA. We...

Steve Coker, CFP
Sep 16, 20222 min read


How much will I spend in retirement?
I am often asked, “How much money do I need to retire?” The answer is, of course, “it depends.” It depends on many factors but the most...

Steve Coker, CFP
Sep 2, 20222 min read



