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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
Dec 3, 20182 min read
What is a Capital Gain Distribution?
During the month of December mutual funds often make large cash distributions to shareholders based on the capital gains that were...
Steve Coker, CFP
Nov 26, 20182 min read
What is Bothering Stocks?
Over the past 8 weeks, the S&P 500 has erased its gains for the year and is now officially in correction territory with a 10% decline...
Steve Coker, CFP
Apr 30, 20182 min read
An Update on the Fiduciary Rule
In the past, we have written about the Department of Labor’s new fiduciary rule for investment professionals. While the rule was...
Steve Coker, CFP
Apr 22, 20183 min read
If Rates Are Rising, Should I Still Be In Bonds?
One of the questions we're frequently asked is: “If interest rates are rising, should I still be invested in bonds?” The question arises...
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
Nov 30, 20172 min read
What Is a Benchmark?
A benchmark is a reference point against which you can compare an investment or portfolio. A benchmark is most often used as a comparison...
Steve Coker, CFP
Oct 15, 20173 min read
Diversification Strikes Again: Why We Stay Globally Invested
The concept of diversification is one of the hallmarks of modern investment theory. Diversification offers many benefits, most notably...
Steve Coker, CFP
Sep 24, 20172 min read
REITs Are Not Bonds
Real Estate Investment Trusts (‘REIT’s) have become a common alternative to bonds in portfolios. They are frequently sold to investors as...
Steve Coker, CFP
May 15, 20171 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
Mar 13, 20172 min read
What's Worth Reading
At this year’s Cedarstone Investor Conference we had a discussion of what investment news is worth reading. While there is a tremendous...
