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Last Minute 2017 Tax Planning
With only about two weeks left in the year, Congress has yet to pass promised tax reform, though a bill does appear to be imminent. As of...
Steve Coker, CFP
Dec 17, 20173 min read


Year-End Tax Planning While the Rules Are Changing
As we move into the last months of 2017, aka tax planning season, we are faced with an unusual situation. Congress is debating the...
Steve Coker, CFP
Nov 3, 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...
Steve Coker, CFP
Jan 23, 20173 min read