• October 19, 2023
• PlanningWeekly Post

What we know upfront is that not every investment will be a winner. However, there’s a potential silver lining even for...

• September 15, 2023
• PlanningUncategorized

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

• September 8, 2023
• PlanningUncategorized

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

• August 16, 2023
• PlanningUncategorized

My advice to clients is to have a three year bucket plan in place. (See the chart below) Having the right...

• March 7, 2022
• PlanningWeekly Post

The world had a wakeup call over the last few weeks. It’s been both amazing and heart breaking to witness. My...

• January 6, 2022
• PlanningWINK

It’s about “How I spent my money (Financial/WINK) — What Investors Need to Know. NOW. Imagine this: You’re 3 feet from...

• November 9, 2021
• PlanningUncategorizedWeekly Post

“What Investors Need to Know. NOW (WINK)” The BEST investment advice you’ve ever been given: Last week we heard Mr. Buffett’s...

• November 8, 2021
• PlanningUncategorizedWeekly Post

What Investors Need to Know (NOW) or WINK: We just closed out our October WINK series unpacking what’s holding you and...

• October 18, 2021
• MarketsPlanningUncategorized

Bonds! One of the issues I have answered on my Perfect Day broadcast is this question: What frightens you the most...

• September 21, 2021
• MarketsPlanningUncategorized

When it comes to the market, what scares you the most? I was thinking about this question over the past weekend...