• January 8, 2024
• 3 for 3 Friday

Weekly 3 For 3:   January 8, 2024   “3 blondes walk onto the floor of the NYSE”…. …Goldilocks, the Swift-effect...

• December 18, 2023
• 3 for 3 Friday

The 4 Biggest Market Stories of 2023 — and What’s Next in 2024 PRESS PLAY for 3 For 3: Mrs. Claus...

• November 10, 2023
• 3 for 3 Friday

Up your Tax ROI, a $750-1500 RAISE, AND, a heartfelt THANK YOU.… PRESS PLAY for 3 For 3: Last week’s doozy of...

• November 3, 2023
• 3 for 3 Friday

Pooches, Powell and SIMPLICITY Are Dog Days Gone? Where are Markets in the Recession-Inverted Yield Curve Cycle? Where are YOU in...

• October 27, 2023
• 3 for 3 Friday

This week’s 3? Timing​, Wake up calls–No more “Rip Van Winkling” it with the long dead 60/40 portfolio, Its Recession-Proof time…Treasuries or...

• October 13, 2023
• Market AlertsUncategorizedWeekly Update

THIS WEEK IN REVIEW Headwinds: From Hamas to “Higher for longer” . . . and a dose of Triskaidekaphobia (I think...

• September 15, 2023
• PlanningUncategorized

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

• September 8, 2023
• PlanningUncategorized

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

• May 20, 2020
• PlanningRetirementUncategorized

By Cokie Bernyi The answer to the above question is — probably not successfully. Or at least not as well as...

• April 27, 2020
• MarketsPrice of OilUncategorized

The Week on Wall Street From Cokie — The shell-shock continues over the extreme drop in oil prices. In fact, U.S....