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Steve Coker, CFP
- Jun 4, 2018
- 2 min
Concentrated Giving to Maximize Tax Deductions
If you are charitably minded, you should be aware of changes under the recent Tax Cuts and Jobs Act that may change the way you give. Let...
Steve Coker, CFP
- May 21, 2018
- 2 min
How Much Cash Should I Hold?
While we believe that making your money work for you is important, it is also important to hold some cash in checking and savings for...
Steve Coker, CFP
- May 13, 2018
- 2 min
A Living Trust Is for Life
Many times when people set up their trusts, they focus on what will happen to their assets upon their death. However, a trust is also an...
Steve Coker, CFP
- Apr 30, 2018
- 2 min
An Update on the Fiduciary Rule
In the past, we have written about the Department of Labor’s new fiduciary rule for investment professionals. While the rule was...
Steve Coker, CFP
- Apr 22, 2018
- 3 min
If Rates Are Rising, Should I Still Be In Bonds?
One of the questions we're frequently asked is: “If interest rates are rising, should I still be invested in bonds?” The question arises...