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China at Crossroads
As most of the press focuses on the US economic growth, fueled by Trump’s expansionary policies and tax reductions, it is important to...

Steve Coker, CFP
May 30, 20173 min read


Why Emerging Markets
For the past five years, emerging markets have returned only about 3 percent per year, compared to the US stock market’s 14 percent per...

Steve Coker, CFP
May 15, 20171 min read


Does An Advisor Add Value? An Update
About 2 years ago we presented research that showed that advisors can add as much as 3% per year when compared to the investment returns...

Steve Coker, CFP
May 8, 20172 min read


Happy Tax Freedom Day!
April 23rd, 2017 is Tax Freedom Day, the day when Americans, on the whole, have earned enough to pay for the nation’s tax burden. This...

Steve Coker, CFP
Apr 24, 20171 min read


Leaving California Taxation in Retirement
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...

Steve Coker, CFP
Apr 17, 20173 min read



