• 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....

• April 23, 2020
• Covid-19MarketsUncategorized

Oil and water doesn’t mix! So, does the same rule follow for oil and markets? The experts on either side diverge....

• February 26, 2020
• MarketsNewslettersUncategorized

While the CDC closely monitors the outbreak of the respiratory illness caused by the coronavirus, many of us are monitoring the...

• January 16, 2020
• MarketsPlanningUncategorized

As you begin 2020, are you full of hope and passionate about life and what you do each day? Or do...