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The SECURE Act – Big changes for IRA’s
As of January 1, 2020 the “Setting Every Community Up for Retirement Enhancement” (“SECURE”) ACT became law, ushering in some of the most...
Steve Coker, CFP
Jan 17, 20202 min read
The Year Ahead - 2020 Outlook
2019 was a remarkable year! Now the burning question becomes what will 2020 bring? Will we see more of the same or will we see a...
Steve Coker, CFP
Jan 11, 20202 min read
2019 A Year in Review
By almost every measure 2019 was an exceptional year. Not only did the stock market in the U.S. and globally have their best year since...
Steve Coker, CFP
Jan 3, 20202 min read
Developing a Generous Heart
The longer I live, the more I am convinced that the way to get the most out of your money is to give it away. That may sound crazy coming...
Steve Coker, CFP
Dec 16, 20192 min read
A Christmas Gift of Jobs
The U.S. consumer continues to be one of the bright spots in the global economy. Indeed, U.S. consumers continue to spend as if they...
Steve Coker, CFP
Dec 9, 20192 min read
