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Market Volatility and Investment Timing
Ideally, wouldn’t we all love a crystal ball that could tell us when to buy low and sell high? However, as famed mutual fund manager,...
Carole Meitler
Feb 26, 20222 min read
Choppy Seas
2022 has begun with some choppy seas. From January 1, 2022, to January 27, 2022, the S&P 500 dropped -9.2 percent to mark the first...
Steve Coker, CFP
Feb 4, 20222 min read
2021: A Year in Review
To the surprise of many, 2021 was a wonderful year for stocks. Despite the extensive list of worries, the stock market continued to...
Steve Coker, CFP
Jan 7, 20223 min read
Should I take out a 401k Loan?
If you have high interest credit card debt, want to buy a new car, or simply need some extra cash it is often very easy to dip into your...
Steve Coker, CFP
Oct 1, 20213 min read
Making the most out of matching
A 401k plan is one of the best places to save for retirement. Payroll withholding makes saving easy, and more importantly, most...
Steve Coker, CFP
Sep 24, 20213 min read
What is the Difference Between Gain and Return?
How am I doing? It is a common question among investors. We all want to measure how well we are managing our money. Of course, we can...
Steve Coker, CFP
Jul 10, 20213 min read
Understanding Exchange Traded Funds (ETFs)
Exchange Traded Funds, ETFs, were first developed in the 1990s as a way to provide lower cost indexed funds (a portfolio designed to...
Carole Meitler
Mar 11, 20213 min read
Adding up the stimulus
How could the stock market continue to rise during the pandemic? Why are stocks rising while so many Americans are still unemployed? The...
Steve Coker, CFP
Feb 13, 20213 min read
Valuation Check: Is the market ready for a fall?
The S&P 500 hit new highs this week and it is natural to start asking, “have we recovered too much too fast”. I have received several...
Steve Coker, CFP
Aug 21, 20204 min read
The Other Side of the Valley
Even as the number of new cases and deaths from Covid-19 continue to rise globally, the stock market is beginning a comeback. Indeed the...
Steve Coker, CFP
Apr 19, 20202 min read
Coronavirus Tax Relief
In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have...
Carole Meitler
Apr 3, 20203 min read
The CARES Act – What’s in it?
As of this writing the Corona Virus Aid Relief and Economic Security (‘CARES’) Act, a $2 trillion emergency fiscal stimulus package, has...
Steve Coker, CFP
Mar 27, 20203 min read
3 Tips to Weather Volatility
We have seen exceptional market volatility during the past few weeks as stocks have fallen quickly, risen quickly and then reversed...
Steve Coker, CFP
Mar 21, 20202 min read
Investor Basics: Mutual Funds
Whether you are new to investing or already have holdings in mutual funds, you may not fully understand what exactly mutual funds are,...
Carole Meitler
Mar 6, 20205 min read
The High Cost of Variable Annuities
I love the idea of annuities. Wouldn’t it be wonderful if retirees could simply get ‘minimum returns’ or ‘guaranteed withdrawals’ from...
Steve Coker, CFP
Feb 7, 20204 min read
Investor Basics: Financial Goals and Resolutions
With the beginning of a new year, we hear and think a lot about goal setting. ‘Tis the season for it! Without being cliché, goal...
Carole Meitler
Jan 26, 20203 min read
2019 A Year in Review
By almost every measure 2019 was an exceptional year. Not only did the stock market in the U.S. and globally have their best year since...
Steve Coker, CFP
Jan 3, 20202 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 10, 20193 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
May 6, 20197 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
Apr 19, 20192 min read
