• September 22, 2023
• 3 for 3 FridayFee OnlyFeesFiduciary DutyInterest RateMarket AlertsMarket TimingMarketsRate HikeWeekly Post

PRESS PLAY for a LIVE Friday 3 For 3! The Fed sound byte; the FOMC concluded its September meeting on Wednesday...

• 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,...

• October 18, 2021
• MarketsPlanningUncategorized

Bonds! One of the issues I have answered on my Perfect Day broadcast is this question: What frightens you the most...

• February 5, 2020
• PlanningRetirementUncategorized

We actually have groundhogs in the south; and because we just saw the appearance of Po Phil, I was thinking about...

• November 21, 2019
• MarketsUncategorizedWomen in Nasdaq

Recently, I was back in New York and had the opportunity to speak to Women In Nasdaq (WIN), which is a...

• August 8, 2017
• MarketsWeekly Update

Another week of economic performance brought more news that the markets continue their bullish streak. After eight consecutive record-high closings, the...

• August 1, 2017
• Uncategorized

Last week, markets marched ahead within a busy reporting week. The Dow rose 1.16% to close Friday on another new high....

• July 25, 2017
• Weekly Update

Last week, the Dow, S&P 500, and NASDAQ again hit record highs. The midweek peaks fell by Friday, though market performance...

• June 26, 2017
• Weekly Update

Last week, markets kept relatively quiet despite the continuing drop in oil prices. The S&P 500 rose by 0.21%, the Dow...