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Carole Meitler
Mar 6, 20205 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,...
Steve Coker, CFP
Feb 7, 20204 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...
Carole Meitler
Jan 26, 20203 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...
Steve Coker, CFP
May 21, 20182 min read
How Much Cash Should I Hold?
While we believe that making your money work for you is important, it is also important to hold some cash in checking and savings for...
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 3, 20163 min read
Don't Shop! Invest!
I’m shopping for a new car. I’m shopping for a new car because I need one, but that’s not a problem because I actually enjoy looking...
Steve Coker, CFP
Oct 26, 20154 min read
Buying High and Selling Low: Why Trading Can Destroy Your Portfolio
Like so many things in life, investing looks so easy when looking backward. When we look at a historical chart we all wish that we had...
Steve Coker, CFP
Oct 5, 20152 min read
Valuation Check - The Weighing Machine
Is the stock market in a bubble? Is it headed for a fall? Predicting the stock market over the short term is hard, some would say...
Steve Coker, CFP
Aug 24, 20152 min read
The Upside of Crazy
We are all a little bit crazy; or at least a bit irrational. While logic would predict that humans would behave… well… logically, human...
Steve Coker, CFP
Mar 11, 20152 min read
Do I Really Need an Advisor?
The truth about managing your money is that you can do it yourself. I have painted my own house, poured my own concrete, and fixed my own...
