• 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...

• January 6, 2021
• Weekly UpdateYear in Review

A Note from Cokie: 2021 has started, and if you are an Alphavest client, you know exactly where and how your...

• December 23, 2020
• MarketsWeekly Update

A Note from Cokie: Despite some states issuing more temporary lockdowns, the market is holding strong. Plus the rollout of the...

• December 18, 2020
• MarketsWeekly Update

A Note from Cokie: It seems that there are some on Wall Street that can’t get past the rise in Covid...

• December 8, 2020
• Market TimingMarketsUncategorizedWeekly Update

A Note from Cokie: What we saw at the end of last week and the beginning of this one is a...

• December 4, 2020
• Liberated Investor Tool KitPlanning

How are your days going? Too much nightly news, too much social media, and too much stress? When did you start...

• November 20, 2020
• Uncategorized

If there is one lesson that I have learned in life it is this: Mountains Lie! As an Alpine Mountain Climber,...

• November 13, 2020
• MarketsPlanning

Just as you are an individual, so are your investments, and a smart investor wants to know the path you are...

• October 31, 2020
• 2020 Election2020 Planning

We are standing at the threshold of what is being called the most important election of our lifetime. What does that...

• October 28, 2020
• 401kLiberated Investor Tool KitMarkets

When it comes to financial decisions, emotions are out, and well-planned decisions are in! —Cokie Today’s smart investors want satisfaction, relief,...