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Cokie's Blog

Saying yes to your financial future!

Take Advantage of Tax-Loss Harvesting

What we know upfront is that not every investment will be a winner. However, there’s a potential silver lining even for...

Are You Ready for Year-End Tax Planning?

It’s Year-End Tax planning time and this year has been unique! We have seen inflation slow down and witnessed the market...

3 for 3 Friday, October 13

THIS WEEK IN REVIEW Headwinds: From Hamas to “Higher for longer” . . . and a dose of Triskaidekaphobia (I think...

The Shots Heard around the World

Like me, I’m sure most of my readers and clients followed the news coming out of the Middle East and especially,...

Friday 3 for 3, October 6

PRESS PLAY to listen to my audio weekly update below: Chocolate, Lowe’s, and McCarthy get ousted, as does the equity portion...

What Happens Now? Simple: Sit Tight.

The fourth quarter is here–the final stretch. 5 of 6 of our core investment models beat the market last quarter and...

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,...