• 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...

• 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....