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Valuation Check
At 96 months, the current economic expansion is one of the longest on record, leaving many markets participants, ourselves included, to...

Steve Coker, CFP
Jun 19, 20173 min read


Don't Save 10% of Your Income, Save 50% of Your Raise
I am often asked by those starting out in their careers, “How much should I save?” It is a great question of course, and one that we...

Steve Coker, CFP
Jun 5, 20172 min read


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



