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Steve Coker, CFP
- Jan 31, 2016
- 3 min
Want to Retire in 5 Years? - Here Are 5 Things to Do Now?
If you are planning to retire within the next 5 years or less, then it is time to get serious about getting ready. Retirement can be a...
Steve Coker, CFP
- Jan 24, 2016
- 2 min
Is the Market Going to Crash?
Is the market going to crash? If you read many of the headlines from this past week then you may believe yes. Certainly, stocks are...
Steve Coker, CFP
- Jan 7, 2016
- 2 min
A Letter from our President
As 2015 comes to a close and we begin a New Year, we are once again thankful and humbled by our clients and friends that helped make 2015...
Steve Coker, CFP
- Jan 4, 2016
- 2 min
Family Conversations: Beyond the Will and Trust
Having a will and trust in place is an important step to protect your family and make sure that your assets are distributed according to...
Steve Coker, CFP
- Dec 21, 2015
- 2 min
Investing Basics: How Does the Fed Funds Rate Impact Interest Rates
On Wednesday, December 16, the Federal Reserve announced the long awaited rise in the Fed’s official borrowing rate. But what does it...