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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


What is Behind the Recent Market Volatility and What You Should do About it?
Paul Anthony Samuelson, an American economist and the first American to win the Nobel Prize in Economics, famously wrote in a 1966...

Steve Coker, CFP
Feb 15, 20163 min read


Want to Retire in 5 Years? - Here Are 5 Things to Do Now?
If you are planning to retire within the next 5 years or less, then it is time to get serious about getting ready. Retirement can be a...

Steve Coker, CFP
Jan 31, 20163 min read


Is the Market Going to Crash?
Is the market going to crash? If you read many of the headlines from this past week then you may believe yes. Certainly, stocks are...

Steve Coker, CFP
Jan 24, 20162 min read


A Letter from our President
As 2015 comes to a close and we begin a New Year, we are once again thankful and humbled by our clients and friends that helped make 2015...

Steve Coker, CFP
Jan 7, 20162 min read



