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More Inflation, Less Growth
I am old enough to remember the 70’s, when gas lines were common, and inflation was eating away at earnings. Unfortunately, the current...
Steve Coker, CFP
Mar 5, 20222 min read
Market Volatility and Investment Timing
Ideally, wouldn’t we all love a crystal ball that could tell us when to buy low and sell high? However, as famed mutual fund manager,...
Carole Meitler
Feb 26, 20222 min read
Moving in Retirement? How to Keep Your California Property Tax Basis under Proposition 19
Proposition 19, which went into effect in 2021, can help California retirees save thousands of dollars when moving to a new home in...
Steve Coker, CFP
Feb 18, 20223 min read
Inflation Persists!
The annual inflation rate in the US accelerated to 7.5% in January, the highest level since February of 1982 and well above market...
Steve Coker, CFP
Feb 13, 20222 min read
Choppy Seas
2022 has begun with some choppy seas. From January 1, 2022, to January 27, 2022, the S&P 500 dropped -9.2 percent to mark the first...
Steve Coker, CFP
Feb 4, 20222 min read
