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Wealth Enhancement & Preservation — Monthly Portfolio Update

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

The Support that Matters!

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

How Do You Plan for a Future You can’t see Coming?

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

Bull Market Takes a Breather

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

Keep Your Focus

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

Markets still High

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

Is a Stimulus Near?

A Note from Cokie: What we saw at the end of last week and the beginning of this one is a...

Mountains Lie!

If there is one lesson that I have learned in life it is this: Mountains Lie! As an Alpine Mountain Climber,...

Stocks Rise but a Stimulus Package Remains Uncertain

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

Should you worry about who wins this election?

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