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Surprise! The Stock Market is Positive
You wouldn’t know it from the amount of pessimism in the news and political discourse, but the stock market is now positive for 2016. As...

Steve Coker, CFP
Apr 18, 20163 min read


Can I Trust My Financial Advisor?
Can I trust my financial advisor? It is a legitimate question for an industry that is built on trust. And yet, a recent working paper...

Steve Coker, CFP
Apr 4, 20162 min read


Finance and Your Health
We all want to be just a little wealthier and healthier, and maybe just a little bit better looking. Luckily, a new study from Rutgers...

Steve Coker, CFP
Mar 27, 20163 min read


2016 Cedarstone Investor Conference Recap
We want to give a big thank you to all of our attendees and guest speakers at our annual Cedarstone Investor Conference. It was a great...

Steve Coker, CFP
Mar 18, 20163 min read


How to Report IRA Distributions on Your Tax Returns
It’s tax time and if you took a distribution from an IRA or retirement plan then you will likely be filling out new information on your...

Steve Coker, CFP
Feb 22, 20162 min read



