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Steve Coker, CFP
Jul 26, 20243 min read
Does the National Debt Matter?
As of this writing, according to US Debt Clock (usdebtclock.org) the US National Debt has ballooned to $34 Trillion dollars, equal to...
Steve Coker, CFP
Jul 19, 20241 min read
Market Rotation
June's consumer price index, released on July 11th, showed a surprising drop in inflation levels to 3%, down from the previous month’s...
Steve Coker, CFP
Jul 12, 20242 min read
Family Conversations: Beyond the Will and Trust
Having a will and trust in place is an important step to protect your family and make sure that your assets are distributed according to...
Steve Coker, CFP
Jun 28, 20241 min read
Inflation Update
We have said for many months now that inflation is the most important economic factor to watch in 2024. This week we had good news on the...
Carole Meitler
Jun 21, 20242 min read
Protecting Your Property: Understanding Title Lock
Property ownership is one of the most significant investments many people will make in their lifetime. However, a growing threat called...