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Steve Coker, CFP
- Apr 19, 2019
- 2 min
Staying Diversified
Diversification hasn’t mattered much over the past few years. U.S. stocks have consistently outpaced non-U.S. markets. Even within the...
Walter Cifuentes
- Apr 14, 2019
- 2 min
Still Expect Volatility in 2019
An extended period of historic calm in equity markets came to a screeching halt in 2018 as volatility resurfaced in most markets. For...
Steve Coker, CFP
- Apr 8, 2019
- 3 min
Social Security Number Compromised? Here's What to Do
Unfortunately, we receive several calls each year from clients who have had social security numbers or identities stolen. Most often the...
Steve Coker, CFP
- Mar 25, 2019
- 2 min
Federal Reserve Holds Rates
As most economists expected, the Federal Reserve held interest rates steady last week. Despite the uneventful outcome on rates, markets...
Steve Coker, CFP
- Mar 18, 2019
- 3 min
Tax Tips: The IRA
It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...