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Diversification Strikes Again: Why We Stay Globally Invested
The concept of diversification is one of the hallmarks of modern investment theory. Diversification offers many benefits, most notably...

Steve Coker, CFP
Oct 15, 20173 min read


Developing Fundamentals: What Makes A Healthy Emerging Market?
In recent weeks the markets have exhibited rocky performance, and emerging markets have played a significant role in the volatility. For...

Steve Coker, CFP
Oct 14, 20173 min read


Keeping Your Identity Safe
It appears that my social security number was hacked during the recent Equifax Data breach, and I am not alone. It is estimated that the...

Steve Coker, CFP
Oct 1, 20173 min read


REITs Are Not Bonds
Real Estate Investment Trusts (‘REIT’s) have become a common alternative to bonds in portfolios. They are frequently sold to investors as...

Steve Coker, CFP
Sep 24, 20172 min read


Balancing Risk
As our current phase of the economic cycle continues and the S&P 500 touches new highs, it is easy to have mixed feelings about what...
Matt Davis
Sep 18, 20172 min read



