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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
Inflation Relief
Stocks and bonds both rallied this week after Thursday’s release of the October Consumer Price Index, which was better than expected at...
Steve Coker, CFP
Nov 12, 20221 min read
The Almighty Dollar
It seems a constant barrage, “the US Dollar is in decline”, “the dollar’s days are numbered” and a host of similar headlines predicting...
Steve Coker, CFP
Nov 4, 20222 min read
