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Cokie's Blog

Saying yes to your financial future!

How to Check Your Financial Advisor’s Background (and What Red Flags to Avoid)

You check your baby sitter’s background, right?  What about employees you may have hired over the years?  Maybe a potential suitor?...

Beware: It’s Capital Gains Tax Distribution Season

It’s the most wonderful time of the year…unless you’re a mutual fund owner. In fact, December is the notorious time for...

3 Things You Learned in Kindergarten That’ll Help You Understand the Fiduciary Duty of Investment Advisors

We learned everything we needed to know in kindergarten, right? Play fair, share, say please, thank you and sorry.  What else...

How to Save Money Hiring a Fee-Only Registered Investment Advisor

So you’ve figured it out:  You NEED a financial advisor.  But you’ve taken it one very big step further:  You’ve decided...

The Fee-Only Advisor Definition: Trick, or Treat?

Let’s face it: Halloween for investors knocking on Financial Advisors’ doors only spells “treat” if there’s a Fee-Only advisor on the...

What You Don’t Know About Variable Annuity Funds Could Postpone Your Retirement

The most complex of investment products on the market are variable annuity funds.  And with complexity comes opportunity…to the annuity seller. ...

The Anatomy of a Market Correction: Deflation, Inflation or Both? Noise, or Food for Thought?

When you consider the anatomy of a market correction, as defined as a decline of 10% or more, what truly contributes...

The Ultimate Buy and Hold Strategy: Worst Advice You Could Ever Get?

The worse advice you could ever get about the ultimate buy and hold strategy? Use this strategy 100% of the time....

Forget the S&P 500 200-day moving average, I agree with Warren Buffett

I’ve been sharing with clients that this type of market separates the “men from the boys.” Not so “PC” I suppose,...

MARKET ALERT: October 14, 2014

While these markets are NO FUN, this is where markets separate the “men from the boys.”  Will we take opportunity as...