• January 8, 2024
• 3 for 3 Friday

Weekly 3 For 3:   January 8, 2024   “3 blondes walk onto the floor of the NYSE”…. …Goldilocks, the Swift-effect...

• December 18, 2023
• 3 for 3 Friday

The 4 Biggest Market Stories of 2023 — and What’s Next in 2024 PRESS PLAY for 3 For 3: Mrs. Claus...

• November 10, 2023
• 3 for 3 Friday

Up your Tax ROI, a $750-1500 RAISE, AND, a heartfelt THANK YOU.… PRESS PLAY for 3 For 3: Last week’s doozy of...

• 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...

• 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...