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Who should I name as trustee?
Naming a trustee is one of the most important and difficult decisions when creating a trust. A trustee is the person (or business) that...
Steve Coker, CFP
Mar 26, 20223 min read
Investing Basics: How does the Fed Funds Rate Impact Interest Rates?
On Wednesday March 16th Federal Reserve raised rates for the first time since 2018. The increase was widely anticipated and fairly small,...
Steve Coker, CFP
Mar 19, 20222 min read
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
