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Steve Coker, CFP
Jul 1, 20192 min read
Trump-Xi: What we learned
One of the most significant issues facing the global economy is the ongoing, smoldering trade war between the US and China. This tense...
Steve Coker, CFP
May 10, 20193 min read
The China Problem
Stock markets around the world sold off this week on rising risks of a trade war between the United States and China. With the worlds...
Steve Coker, CFP
May 6, 20197 min read
Preparing for the next recession: 9 things you need to know
By Jared Franz and Darrell Spence: Capital Group When is the next recession? That’s one of the questions we hear most often. And for...
Steve Coker, CFP
Apr 26, 20193 min read
Reducing your taxes in retirement: How to keep more of what you have saved
Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of...
Steve Coker, CFP
Apr 19, 20192 min read
Staying Diversified
Diversification hasn’t mattered much over the past few years. U.S. stocks have consistently outpaced non-U.S. markets. Even within the...
Steve Coker, CFP
Mar 25, 20192 min read
Federal Reserve Holds Rates
As most economists expected, the Federal Reserve held interest rates steady last week. Despite the uneventful outcome on rates, markets...
Steve Coker, CFP
Jan 28, 20193 min read
Rising risks, but good data
After a bear market (20%) decline in stocks in the 4th quarter of 2018, the stock market is off to a positive start in 2019. When you...
Steve Coker, CFP
Oct 15, 20182 min read
Inflation Watch
We all hate inflation when the cost of goods and services rise. Fortunately, for more than a decade, inflation in the United States has...
Steve Coker, CFP
Apr 1, 20182 min read
Why the Markets Hate Tariffs
Markets have been increasingly volatile over the past few weeks, and one of the reasons has been the introduction of tariffs by the Trump...
Steve Coker, CFP
Feb 26, 20183 min read
What to Do with Good News
The good news continues to roll in for the global economy. As we discussed at last week’s investor conference, one of the most prominent...
Steve Coker, CFP
Jan 11, 20183 min read
The Market Temperature
Kenneth Arrow, Nobel Prize-winning economist, and one of the most influential economists of the 20th century died in 2017 at the age of...
Matt Davis
Sep 18, 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...
Steve Coker, CFP
Feb 20, 20171 min read
Wage Tracker
Hourly wage growth accelerated in the fourth quarter of 2016, rising to the highest level since 2010, providing yet another indication of...
Steve Coker, CFP
Jan 23, 20173 min read
Valuation Check
With the S&P 500 rallying more than 8% since November 4th, several of our clients have asked whether the market is overvalued and in...
