Cokie’s Blog – Page 3

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,...

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

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

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

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....

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

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

2023 is here—I know most are joining me in welcoming January with open arms! That said, I am thankful for another...

Greetings from Nepal—my “reset” is almost complete, and I look forward to being back in the States soon. I know many of you have...

October has gotten off to a roller coaster start, while posting almost 3% in gains so far this month. That said, and given...

Cokie's Blog