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Steve Coker, CFP
- Jan 23, 2017
- 3 min
Valuation Check
With the S&P 500 rallying more than 8% since November 4th, several of our clients have asked whether the market is overvalued and in...
Steve Coker, CFP
- Jan 9, 2017
- 3 min
Is Your Advisor Being Honest?
Let’s face it. It is incredibly difficult to determine whether your financial advisor is doing a good job. Despite the immense amount...
Steve Coker, CFP
- Jan 2, 2017
- 2 min
A Letter from our President in 2017
With 2016 officially behind us it is time to reflect on where we have been and more importantly, where we are heading here at Cedarstone....
Steve Coker, CFP
- Dec 19, 2016
- 2 min
Giving Wisely
A man came to my door this week to ask for money. He held up a series of papers with official-looking seals, claiming that these...
Steve Coker, CFP
- Dec 12, 2016
- 3 min
Tax Reform Taking Shape
While Trump’s specific agenda for his administration is still being formed, one significant proposal on the table is a major overhaul of...