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Steve Coker, CFP
Jun 16, 20232 min read
Fed takes a pause but threatens more hikes
The Federal Reserve Open Market Committee voted this week to hold the Fed Funds rate unchanged at the current 5.0%-5.25% range. The...
Walter Cifuentes
Jun 2, 20232 min read
2023 IRA and 401k Contribution Limits
Retirement savings through Individual Retirement Accounts (IRAs) and employer-sponsored 401(k) plans are vital components of a sound...
Steve Coker, CFP
May 19, 20233 min read
Does an Advisor Add Value? An Update
Periodically, we revisit research asking the fundamental question: Does an advisor add value? It is an important question for us since it...
Steve Coker, CFP
May 12, 20232 min read
The U.S. Government ‘X’ Date
The U.S. reached its debt limit in January and Congress and President Biden remain at an impasse over raising it. Without the ability to...
Steve Coker, CFP
May 5, 20231 min read
Cedarstone Conference 2023 Recap
We had another successful conference at the Westlake Village Inn last week. Thank you to everyone who attended the Conference at home or...