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Cokie's Blog

Saying yes to your financial future!

From Cokie’s Desk — Market Update! May 2023

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

Its 4/11 and time to 4-1-1! Welcome BACK.

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....

Let’s Talk about Safety!

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

Bear Market Rally? Punksatawney Phil did see his shadow!

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

It’s January 2023!

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

Putting “I” Back in Investor!

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—An Interesting Ride!

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

Bullish for Stocks

October is HERE, I type with relief. I’m confident markets WILL have some relief in October. Why? In short, consumer sentiment...

September Market Musing

Goodbye August—September is almost here! Labor day can conjure up many things to discuss including how current labor markets are the...

The Bear is Here . . . . Yet, gains to be had?

A whole lot of data for you today — Equities remain in the #2 spot amongst asset classes, yet find a...