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Cokie's Blog

Saying yes to your financial future!

Still Playing by the House Rules? It’s time to Get Liberated!

Do you want to play by someone else’s rule with your investment portfolio and be run by the games on Wall...

Trust is Key

If you live in the South, then you know summer is here! In fact, even New York is feeling the heat,...

Alphavest | Biannual Update 2021

Create You Own Economy Many questions remain with investors on whether the market still has more to give portfolios, especially following...

Wealth Enhancement & Preservation — Monthly Portfolio Update

All Weather Status: Score 40 out of 40 The All Weather portfolio was in the Aggressive allocation during February. The All Weather Moderate portfolio...

The Support that Matters!

All of us need support. It’s just knowing when to ask for it that separates successful businesses from those who struggle...

Rising Inflation Concerns — Mixed Signals!

A note from Cokie: Always remember this principle— The best time to get liberated and take control of your financial future...

The Way of the Liberated Investor!

The best time to get liberated and take control of your financial future is NOW! Don’t be paralyzed by Wall Street’s...

How Do You Plan for a Future You can’t see Coming?

Simple: You begin where you are today! An introduction from Cokie: All of us know someone, who is aging and if...

Bull Market Takes a Breather

A Note from Cokie: Yesterday, U.S. stocks jumped building on a strong rally in the previous session. This comes as concerns...

Keep Your Focus

A Note from Cokie: While the U.S. equities hit a slump amid lingering concerns about havoc created by volatile retail trading,...