• October 9, 2023
• Market AlertsWeekly Update

Like me, I’m sure most of my readers and clients followed the news coming out of the Middle East and especially,...

• September 29, 2023
• 3 for 3 FridayUncategorized

A Week in Review Did you watch the 3 For 3 video? MSFT, Tucson and a smidge of an “Everest Fun...

• 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,...

• January 11, 2023
• Alphavest Quarterly NewsletterUncategorized

2023 is here—I know most are joining me in welcoming January with open arms! That said, I am thankful for another...

• March 7, 2022
• PlanningWeekly Post

The world had a wakeup call over the last few weeks. It’s been both amazing and heart breaking to witness. My...

• November 9, 2021
• PlanningUncategorizedWeekly Post

“What Investors Need to Know. NOW (WINK)” The BEST investment advice you’ve ever been given: Last week we heard Mr. Buffett’s...

• November 8, 2021
• PlanningUncategorizedWeekly Post

What Investors Need to Know (NOW) or WINK: We just closed out our October WINK series unpacking what’s holding you and...

• October 27, 2021
• MarketsUncategorizedWeekly Post

Financial/WINK-“What Investors Need to Know. NOW”: Week 4 of our 4-week series in October unpacking what’s holding you and your investment...

• June 16, 2020
• Federal ReserveMarketsUncategorized

A Note from Cokie: In a recent statement to lawmakers, Jerome H. Powell, chair of the Federal Reserve, said, “The path...