Blog Header

Cokie's Blog

Saying yes to your financial future!

‘Angles’ Q2 2015 Newsletter

Quiet the Noise (Listen to the Data) Below you will find a “temperature reading” on the market and the risk level...

Market at Risk: Is it Time to Consider Master Limited Partnerships?

In the first quarter of 2015, the Standard and Poor’s 500 Index rose 0.433%, Master Limited Partnerships (MLPs) declined 5.228%, and...

What can investors learn from Coach K and the Blue Devil champs?

What can investors learn from Coach K and the Blue Devil champs? Paying for a good coach, trusting fresh new talent,...

March Madness and the S&P 500: Kentucky’s got “no alpha”

What a nutty time of year.  March Madness. CNBC just stated that corporate losses are conservatively estimated at $1.9M per HOUR...

Go Greenback: Add Some Green to Your Portfolio This St. Patrick’s Day

Wanna get lucky this St. Patrick’s Day? Make some of your own luck this year and add a four leaf clover...

Shake Shack IPO: What Investors & CEO’s Don’t Know

Enough said. I’ll take two burgers and a side of fries. After all, the burgers are hormone-free. While a Shake Shake...

DIY Investors: Do as Obama, Davos, Small Caps & January, Turn the Page

DIY’ers (do-it-yourselfers), listen up…go the way of many this year and think about turning the page of managing your own investments....

Year of the G’s: What You Don’t Know About Annuity “Benefits”

2015 is the Chinese year of the Goat – I’ve decided that I’ll just make it the year of the “G’s.” That’s...

Angles Q1 2015

Quiet the Noise (Listen to the Data) Below you will find a “temperature reading” on the market and the risk level...

Even Bill Gross Hires An Investment Advisor

Forget about the gym membership and pledges to not text while driving and to eat less carbs. While all of these...