• 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...

• June 3, 2020
• MarketsPlanningUncategorized

A note from Cokie: For now, it appears Wall Street is responding in a positive light as stocks continue to rally...

• April 8, 2020
• Market AlertsNewslettersUncategorized

Special Update:Quarterly Report from Wealth E&P This Week on Wall StreetModest declines in stock prices this week masked the volatile inter-...

• 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...