• March 18, 2021
• Monthly ReportUncategorized

All Weather Status: Score 40 out of 40 The All Weather portfolio was in the Aggressive allocation during February. The All Weather Moderate portfolio...

• March 12, 2021
• PlanningUncategorizedWeekly Post

All of us need support. It’s just knowing when to ask for it that separates successful businesses from those who struggle...

• February 3, 2021
• Uncategorized

Simple: You begin where you are today! An introduction from Cokie: All of us know someone, who is aging and if...

• February 2, 2021
• Market TimingUncategorizedWeekly Update

A Note from Cokie: Yesterday, U.S. stocks jumped building on a strong rally in the previous session. This comes as concerns...

• January 29, 2021
• MarketsUncategorizedWeekly Update

A Note from Cokie: While the U.S. equities hit a slump amid lingering concerns about havoc created by volatile retail trading,...

• January 21, 2021
• Covid-19MarketsUncategorized

A Note from Cokie: President Joe Biden inherited an economic recovery that continues to be challenged by the pandemic and a...

• 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...

• 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,...

• 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...