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Steve Coker, CFP
- Jan 11, 2018
- 3 min
The Market Temperature
Kenneth Arrow, Nobel Prize-winning economist, and one of the most influential economists of the 20th century died in 2017 at the age of...
Steve Coker, CFP
- Jan 2, 2018
- 2 min
A Letter From Our President in 2018
A little over three years ago, we set out on a journey to create a better financial planning and investment management firm. The simple...
Steve Coker, CFP
- Dec 17, 2017
- 3 min
Last Minute 2017 Tax Planning
With only about two weeks left in the year, Congress has yet to pass promised tax reform, though a bill does appear to be imminent. As of...
Steve Coker, CFP
- Nov 30, 2017
- 2 min
What Is a Benchmark?
A benchmark is a reference point against which you can compare an investment or portfolio. A benchmark is most often used as a comparison...
Steve Coker, CFP
- Nov 23, 2017
- 2 min
Talking With Family About Money
Over the next few weeks, many of us will be meeting with family to celebrate the holidays. Of course, if your family is like mine, these...