• October 13, 2023
• Market AlertsUncategorizedWeekly Update

THIS WEEK IN REVIEW Headwinds: From Hamas to “Higher for longer” . . . and a dose of Triskaidekaphobia (I think...

• October 6, 2023
• Uncategorized

PRESS PLAY to listen to my audio weekly update below: Chocolate, Lowe’s, and McCarthy get ousted, as does the equity portion...

• October 4, 2023
• MarketsNew PostUncategorized

The fourth quarter is here–the final stretch. 5 of 6 of our core investment models beat the market last quarter and...

• September 29, 2023
• 3 for 3 FridayUncategorized

A Week in Review Did you watch the 3 For 3 video? MSFT, Tucson and a smidge of an “Everest Fun...

• 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...

• July 31, 2023
• NewslettersUncategorizedWeekly Update

The Federal Reserve concluded its July meeting on Wednesday, 7/26 and raised the federal funds rate by 25 basis points, as...

• May 15, 2023
• Monthly ReportUncategorized

The most material development YTD is the unfortunate move of Commodities back into the #2 spot on the Asset Scale line-up....

• February 17, 2023
• Uncategorized

Let’s face it, very few of us actually go with what Punksatawney Phil sees or doesn’t see. Well, the S&P 500...