• 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...

• January 30, 2020
• PlanningRetirement

For years, I have trained to climb the tallest mountains in the world. Recently, I climbed Mt. Kilimanjaro, and this May,...

• January 22, 2020
• 2020 PlanningNewsletters

By the end of each year, I notice people almost line up to make resolutions! But the statistics on how many...

• 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...

• December 26, 2019
• 2020 ElectionMarketsUncategorized

As a result of the recent market reports, are you tempted to take your focus off the...