• October 18, 2023
• Income TaxesWeekly Post

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

• October 13, 2023
• Market AlertsUncategorizedWeekly Update

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

• October 9, 2023
• Market AlertsWeekly Update

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

• October 6, 2023
• Uncategorized

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

• October 4, 2023
• MarketsNew PostUncategorized

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

• September 29, 2023
• 3 for 3 FridayUncategorized

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

• September 22, 2023
• 3 for 3 FridayFee OnlyFeesFiduciary DutyInterest RateMarket AlertsMarket TimingMarketsRate HikeWeekly Post

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

• September 15, 2023
• PlanningUncategorized

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,...

• September 8, 2023
• PlanningUncategorized

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,...

• August 16, 2023
• PlanningUncategorized

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