
Don’t Fall for the Resolution Trap
- January 22, 2020
- 2020 PlanningNewsletters
By the end of each year, I notice people almost line up to make resolutions! But the statistics on how many...

Think Strategically for 2020 and Beyond
- January 16, 2020
- MarketsPlanningUncategorized
As you begin 2020, are you full of hope and passionate about life and what you do each day? Or do...

Keep Your Financial Focus Fixed!
- December 26, 2019
- 2020 ElectionMarketsUncategorized
As a result of the recent market reports, are you tempted to take your focus off the...

Phase-One Trade Deal Reached
- December 19, 2019
- Market TimingMarketsUncategorized
This week on Wall Street Last week, The U.S. ad China announced a limited trade agreement. The news lifted the U....

Alphavest 4th Quarter Update: Time to Breath a Sigh of Relief?
- December 16, 2019
- Quarterly Report 2019Uncategorized
Investors are breathing sighs of relief that corporate profits haven’t waned as much as feared, giving new life to a...

The Time to Plan is Now
- December 6, 2019
- 401kRetirement
I wish I had enough time and space here to write fully about retirement. Today, more and more people are thinking...

Cokie Speaks to the Women of WIN!
- November 21, 2019
- MarketsUncategorizedWomen in Nasdaq
Recently, I was back in New York and had the opportunity to speak to Women In Nasdaq (WIN), which is a...

Dow Above 28,000 – Is Recession at bay?
- November 19, 2019
- MarketsUncategorized
The Week on Wall Street Stock benchmarks were little changed for much of last week, but a rally occurred Friday after...

Liberate from Market Sound Bites
- November 13, 2019
- Market TimingMarketsUncategorized
Recently, the Fed cut interest rates for the 3rd time this year; Fed Chairman Jerome Power explained the move was made...

Don’t Lose Your Financial Edge
- November 4, 2019
- Weekly Update
“Deep breath! Okay, relax.” Those where the words of my fitness instructor as she told us to take a couple of...