• October 16, 2020
• Uncategorized

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 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...

• August 28, 2020
• Uncategorized

Most of the economists say yes, though some of the opinions we hear today depend on what side of the political...

• August 11, 2020
• Covid-19MarketsUncategorizedWeekly Update

A Note from Cokie: I wish that I could bring some market news to you that is worthy of some sustaining...

• July 24, 2020
• Uncategorized

Americans who have been adversely affected by the COVID-19 pandemic may now be able to access retirement accounts to help cover...

• July 22, 2020
• Covid-19Market AlertsMarketsUncategorized

A Note from Cokie: Just this week the U.S. has seen almost 4 million cases of Covid-19 and just under 150,000...

• July 14, 2020
• Uncategorized

A Note from Cokie — While the Dow Jones futures are trading higher this week, investors are still bracing for the...