• 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,...

• October 16, 2020
• 401kLiberated Investor Tool KitMarkets

When it comes to financial decisions, emotions are out, and well-planned decisions are in! —Cokie Do you ever find yourself thinking:...

• October 13, 2020
• Market TimingUncategorizedWeekly Post

A Note from Cokie: For the last couple of weeks I have answered basically the same election question: What do I...

• October 8, 2020
• Uncategorized

I recently had this question come up in a conversation with a client, who was on the verge of selling his...

• September 21, 2020
• Uncategorized

A Note from Cokie— Big Tech companies continue to slide making the adage true: “As the Big Tech companies’ go, so...

• September 17, 2020
• Interest RateMarket TimingMarketsWeekly Post

For the Market Watchers For years, I have gotten up in the mornings and after taking a few moments to reflect...

• September 11, 2020
• MarketsUncategorizedWeekly Update

A Note from Cokie — While the market continues to struggle, the nation’s economy is in recovery. “This market is more...

• September 10, 2020
• PlanningRetirement

What makes the Golden Years golden. Well, it’s certainly not the wording! For photographers the “golden” hour takes place usually around...