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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


Trump's Tax Vision
Last week in Missouri, Donald Trump finally began to cast his vision for tax reform. Over the past 10 months, we have heard little from...

Steve Coker, CFP
Sep 11, 20172 min read


Understanding Medicare Enrollment
This week I came across a 75-year-old retiree who had not yet signed up for Medicare. Since Medicare enrollment begins at age 65, this...

Steve Coker, CFP
Sep 4, 20172 min read


How Do My Savings Compare
We all want to know whether we are saving enough for retirement. We also want to know if we are doing a good job compared to our...

Steve Coker, CFP
Aug 20, 20172 min read



