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Reducing your taxes in retirement: How to keep more of what you have saved
Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of...

Steve Coker, CFP
Apr 26, 20193 min read


Staying Diversified
Diversification hasn’t mattered much over the past few years. U.S. stocks have consistently outpaced non-U.S. markets. Even within the...

Steve Coker, CFP
Apr 19, 20192 min read


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



