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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


Still Expect Volatility in 2019
An extended period of historic calm in equity markets came to a screeching halt in 2018 as volatility resurfaced in most markets. For...

Walter Cifuentes
Apr 14, 20192 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
Apr 22, 20183 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
Oct 15, 20173 min read