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2025 Outlook
Forecasting is always a dangerous business. Look at 2023 and 2024, when many economists were predicting a major recession and stock...

Steve Coker, CFP
Jan 34 min read


Do I Need Umbrella Insurance?
I admit that I am an insurance skeptic. Not only can insurance be extremely complicated, but it is also frequently sold aggressively,...

Steve Coker, CFP
Dec 13, 20242 min read


Trump 2.0: Bearish or Bullish?
Thus far the market has hardily approved of President Trump 2.0. The S&P 500 sat at 5712 on November 4th, just before the election. One...

Steve Coker, CFP
Dec 8, 20243 min read


Don't name just one of your children as IRA beneficiary
It is one of the most common IRA mistakes, and one of the most costly: naming just one of your children as the beneficiary of your IRA. ...

Steve Coker, CFP
Nov 24, 20242 min read


Donor Advised Funds: A Simple Way to Give and Save on Taxes
For those interested in giving back to their communities and making a lasting impact, Donor Advised Funds (DAFs) are an excellent tool...

Carole Meitler
Nov 17, 20243 min read