Successful individuals, families and business owners choose Coe Financial Group to assist them with building and preserving their wealth. Few things are more personal than your financial well-being. Your wealth management advisor must have the resources to help you achieve this, and always keep your best interests at heart. Coe Financial Group is founded on [...]

It is hard to believe that a decade has passed since terrorists carried out an unprecedented assault on the United States. Ten years later we still remember the innocent lives taken in the attacks as well as the military men and women who have lost their lives fighting for our freedom. Sept. 11, 2011, also [...]

MONTHLY QUOTE “The ability to deal with people is as purchasable a commodity as sugar or coffee and I will pay more for that ability than for any other under the sun.” – John Rockefeller  MONTHLY TIP Save your business $ by buying furnishings and equipment at bankruptcy auctions, government sales, closeouts and furniture rental outlets.  MONTHLY [...]

Remember Perseverance in Turbulent Times The markets have been up, down and generally all around in August; a month that is shaping up to becoming the roughest and most volatile month for the stock market in more than a year. Safe haven investments such as Treasuries became a parking lot for investors to hang out [...]

IS NOW THE TIME TO BUY? Some bulls see great opportunities in this correction. Presented by Trevor Brody “The lower things go, the more I buy.” The legendary Warren Buffett said those words on August 9 in a chat with Fortune. Buffett is a buy-and-hold kind of guy, and even if you don’t buy into [...]

S&P Downgrades U.S. Sovereign Debt: What the Experts are Saying The United States precious credit rating was dealt a blow on the evening of Friday, Aug. 5, when Standard & Poor’s (S&P) downgraded the country’s debt to an AA+ rating from AAA. Another blow was dealt to the markets on Monday, Aug. 8, when a [...]