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October Series Week 3: What Investors Need to Know (now)! WINK

In the video below, I follow up on my series on What Investors Need to Know, NOW. Week 3 of our...

October Series Week 2: What Investors Need to Know (now)! WINK

In the video below, I follow up on my series on What Investors Need to know by telling you what SCARES...

Now, What Scares Me the Most?

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

Extend Your Gaze!

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

Still Playing by the House Rules? It’s time to Get Liberated!

Do you want to play by someone else’s rule with your investment portfolio and be run by the games on Wall...

Trust is Key

If you live in the South, then you know summer is here! In fact, even New York is feeling the heat,...

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...