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How to Pay Zero Percent Capital Gains
Most people are stunned to learn that the lowest federal capital gains tax rate is 0%. That is right. Tax-free. And while it does not...
Steve Coker, CFP
Feb 2, 20182 min read
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 11, 20183 min read
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
Jan 2, 20182 min read
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
Dec 17, 20173 min read
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 30, 20172 min read
