Search


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


Back Door Roths for 2021
If you are wanting to increase your savings in tax advantaged accounts, there are three things you can still do for 2021 if you have some...

Carole Meitler
Jan 28, 20222 min read


Updated Retirement Plan Contribution Limits 2022
The IRS has published the 2022 contribution limits for your 401k, IRA and other retirement plans. Now is a great time to review your...

Steve Coker, CFP
Jan 21, 20221 min read


2022 Outlook
After a 2021 dominated by easy money and high levels of stimulus, 2022 is expected to be a year of transition, moving away from the...

Steve Coker, CFP
Jan 14, 20222 min read



