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Cokie's Blog

Saying yes to your financial future!

Friday 3 for 3! September 29

A Week in Review Did you watch the 3 For 3 video? MSFT, Tucson and a smidge of an “Everest Fun...

Friday 3 for 3! September 22

PRESS PLAY for a LIVE Friday 3 For 3! The Fed sound byte; the FOMC concluded its September meeting on Wednesday...

3 For 3! Friday, September 15, 2023

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

3 For 3! Friday, September 8, 2023

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

COMING SOON! Alphavest’s 3-6-10 Allocation Plan™

My advice to clients is to have a three year bucket plan in place. (See the chart below) Having the right...

Treasury Yields, Equity Sectors, & Commodities

The Federal Reserve concluded its July meeting on Wednesday, 7/26 and raised the federal funds rate by 25 basis points, as...

From Cokie’s Desk — Market Update! May 2023

The most material development YTD is the unfortunate move of Commodities back into the #2 spot on the Asset Scale line-up....

Its 4/11 and time to 4-1-1! Welcome BACK.

From the client’s mouth…“You’re a ROCKSTAR–I’m so lucky to have you in my life.”-Alphavest client and Perfect Day Advocate, JB, Mt....

Let’s Talk about Safety!

The recent scary news of the bank closure of Silicon Valley Bank and Signature Bank, I wanted to send you some...

Bear Market Rally? Punksatawney Phil did see his shadow!

Let’s face it, very few of us actually go with what Punksatawney Phil sees or doesn’t see. Well, the S&P 500...