Search
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
2019 Year-End Tax Planning Ideas
December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving...
Steve Coker, CFP
Dec 2, 20192 min read
Valuation Check
It has been an exceptional year for stocks and the S&P 500 is hitting new highs. The rally continues to be broad, with all the S&P 500...
Steve Coker, CFP
Nov 25, 20192 min read
