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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...
Walter Cifuentes
Apr 14, 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...
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
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...