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Bonds Have Had a Terrible Year (and that is what makes them attractive)
There is no question that bonds have had a terrible year. How terrible? The Bloomberg Aggregate Bond Index has fallen over 10%...

Steve Coker, CFP
Jul 15, 20222 min read


Why you shouldn’t pay off your mortgage with your IRA
Paying off the mortgage is a noble goal and is a great idea for most Americans. Having a ‘mortgage burning’ or ‘debt free scream’ is a...

Steve Coker, CFP
Jul 8, 20223 min read


What’s worth reading?
We are frequently asked what investment material is worth reading. There is a tremendous amount of material out there, but so much of it...

Steve Coker, CFP
Jun 24, 20222 min read


It’s Official: We are in a bear market
The S&P 500 Index closed at 3,666 on Thursday, down 24% from its record high of 4,796, officially entering a bear market. Investors are...

Steve Coker, CFP
Jun 17, 20222 min read


Who is the Federal Reserve and Why Are They Messing with Interest Rates?
If you are someone who enjoys reading the news and keeping up with what is going on in the world, you may have come across more than a...

Steve Coker, CFP
Jun 10, 20223 min read



