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Election Jitters
The market sold off this week as investors digested a combination of both positive and negative news including record breaking 3rd...

Steve Coker, CFP
Nov 1, 20202 min read


Preparing for retirement – a checklist
Ok, let’s admit it. Retirement can be a stressful and time-consuming task. If you aren’t careful, the process of reaching retirement will...

Steve Coker, CFP
Oct 22, 20203 min read


College Financing: It all starts with the FAFSA
Those of you with college students know firsthand the challenge of navigating the often-confusing system for applying for and obtaining...

Carole Meitler
Oct 16, 20204 min read


The Biden Tax Proposals – and what they mean for the market
As we noted last week, there is little historical evidence of an election bump or crash in the market. Further, History tells us little...

Steve Coker, CFP
Oct 9, 20204 min read


Market Returns During Elections
How will the election impact the market? If Biden wins will the market crash? What about a Trump win? Will the uncertainty alone but...

Steve Coker, CFP
Oct 2, 20203 min read



