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2020 A Year in Review
Now that 2020 is over there are many who would rather not look back! Certainly 2020 will be remembered as a challenging year as many...
Steve Coker, CFP
Jan 8, 20213 min read
Can Money Buy Happiness
‘Tis the season to be …giving. We can’t help but notice the more generous spirit we see during the Christmas season. Furthermore, in some...
Carole Meitler
Dec 18, 20204 min read
Valuation Check – What could possibly go wrong?
Despite the upheaval we have all felt during 2020, the stock market has made what appears to be a miraculous recovery, with the S&P 500...
Steve Coker, CFP
Dec 11, 20203 min read
Giving Appreciated Stock
As we discussed last week, there is tremendous uncertainty about future tax changes, making 2020 year-end tax planning extremely...
Steve Coker, CFP
Dec 4, 20203 min read
Getting started on year-end tax planning
It doesn’t seem like tax season. The election just finished, your tax return is not due for months, and your CPA is just getting back...
Steve Coker, CFP
Nov 12, 20202 min read
