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2021: A Year in Review
To the surprise of many, 2021 was a wonderful year for stocks. Despite the extensive list of worries, the stock market continued to...
Steve Coker, CFP
Jan 7, 20223 min read
Manage Money Better – Lose Weight!
We would all like to develop better habits, wouldn’t we? We could exercise more, lose weight, save for retirement, pay down credit card...
Steve Coker, CFP
Dec 19, 20213 min read
Do I Really Need an Advisor?
The truth about managing your money is that you can do it yourself. I have painted my own house, poured my own concrete, and fixed my...
Steve Coker, CFP
Dec 10, 20212 min read
Inflation – Persistent or Transitory?
Inflation has clearly been on the rise this year, as seen in the economic statistics and at the local store and gas station. Inflation...
Steve Coker, CFP
Dec 3, 20212 min read
Year End Tax Planning
Once again, we must complete year-end tax planning with significant changes to the tax code looming before us. It is fair to assume that...
Steve Coker, CFP
Nov 21, 20212 min read
