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Steve Coker, CFP
- Dec 16, 2023
- 2 min
Santa Claus Rally
It is only the middle of December, but the Santa Claus rally is topping off what has been a very good year in stock and bond markets. ...
Steve Coker, CFP
- Dec 8, 2023
- 3 min
Why Dividends Matter – and Don’t
When it comes to stock investing, dividends matter – and don’t. Here is what I mean. Dividends truly matter to overall stock returns...
Steve Coker, CFP
- Dec 1, 2023
- 2 min
The Basics of Restricted Stock Units
If you are a corporate executive then it is likely that you are receiving Restricted Stock Units (“RSU”) as a key part of your...
Steve Coker, CFP
- Nov 17, 2023
- 3 min
Qualified Charitable Donations
Qualified Charitable Distributions (“QCD”) allow eligible IRA owners aged 70.5 or older to make up to $100,000 in tax-free gifts to...
Steve Coker, CFP
- Nov 10, 2023
- 4 min
Understanding RMD’s
Required Minimum Distributions or “RMD’s” are the minimum amount that must be withdrawn from pre-tax, tax-deferred retirement accounts,...