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Still Expect Volatility in 2019
An extended period of historic calm in equity markets came to a screeching halt in 2018 as volatility resurfaced in most markets. For...
Walter Cifuentes
Apr 14, 20192 min read
Social Security Number Compromised? Here's What to Do
Unfortunately, we receive several calls each year from clients who have had social security numbers or identities stolen. Most often the...
Steve Coker, CFP
Apr 8, 20193 min read
Federal Reserve Holds Rates
As most economists expected, the Federal Reserve held interest rates steady last week. Despite the uneventful outcome on rates, markets...
Steve Coker, CFP
Mar 25, 20192 min read
Tax Tips: The IRA
It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...
Steve Coker, CFP
Mar 18, 20193 min read
Creating a Living Legacy
Many of my clients have a goal of leaving money to their children, usually a dollar amount that they would like to have ‘left over’ after...
Steve Coker, CFP
Mar 4, 20193 min read
