• March 19, 2021
• 2021 Biannual ReportBiannual Report

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

• March 18, 2021
• Monthly ReportUncategorized

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

• March 12, 2021
• PlanningUncategorizedWeekly Post

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

• February 26, 2021
• MarketsWeekly Update

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

• February 4, 2021
• Liberated Investor Tool Kit

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

• February 3, 2021
• Uncategorized

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

• February 2, 2021
• Market TimingUncategorizedWeekly Update

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

• January 29, 2021
• MarketsUncategorizedWeekly Update

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

• January 21, 2021
• Covid-19MarketsUncategorized

A Note from Cokie: President Joe Biden inherited an economic recovery that continues to be challenged by the pandemic and a...

• January 12, 2021
• Weekly PostWeekly Update

A Note from Cokie: Last year brought many challenges, but it’s shaping up to be a good one for investors, which...