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Powell Keeps the Market on Edge
Federal Reserve Chairman Jerome Powell spoke at the Fed’s annual Jackson Hole conference on Friday. His speech was relatively short, and...

Steve Coker, CFP
Aug 26, 20222 min read


Medical Expenses in Retirement – an update
For many Americans finally retiring from their job means more than just walking away from a paycheck; it also means walking away from...

Steve Coker, CFP
Aug 12, 20222 min read


Maximizing Social Security
It is tempting to start taking Social Security Retirement benefits as soon as possible but making the most of Social Security often means...

Steve Coker, CFP
Aug 5, 20222 min read


How much cash should I hold?
With continued market volatility, we have been receiving questions about how much cash to hold. How much is too much and how much is too...

Steve Coker, CFP
Jul 29, 20222 min read


Our Top 5 Things To Consider Doing In A Down Market
With the S&P 500 down over 20% this year so far and the NASDAQ even more so, many are understandably concerned. However, there are some...

Carole Meitler
Jul 23, 20223 min read



