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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...

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...