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A Living Trust Is for Life
Many times when people set up their trusts, they focus on what will happen to their assets upon their death. However, a trust is also an...
Steve Coker, CFP
May 13, 20182 min read
An Update on the Fiduciary Rule
In the past, we have written about the Department of Labor’s new fiduciary rule for investment professionals. While the rule was...
Steve Coker, CFP
Apr 30, 20182 min read
If Rates Are Rising, Should I Still Be In Bonds?
One of the questions we're frequently asked is: “If interest rates are rising, should I still be invested in bonds?” The question arises...
Steve Coker, CFP
Apr 22, 20183 min read
Why the Markets Hate Tariffs
Markets have been increasingly volatile over the past few weeks, and one of the reasons has been the introduction of tariffs by the Trump...
Steve Coker, CFP
Apr 1, 20182 min read
Can I Retire Before Age 59.5?
Can you retire before the age of 59.5? The quick answer is maybe, but many mistakenly believe that they simply cannot leave their job...
Steve Coker, CFP
Mar 18, 20183 min read
