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Cokie's Blog

Saying yes to your financial future!

“People Count” and Financial Housekeeping

An Interview with Alphavest Advisory Board Member and Insurance expert, Ann Kimball Gustafson, CIC, CPRIA What makes a Perfect Day? A...

3 for 3 Monday, February 19, 2024

It’s your monthly 3 For 3! “This time it’s different.”  I rarely go a week in my 28 years of what...

3 for 3 Monday, January 23, 2024

Weekly 3 For 3:   January 22, 2024   746, 493 and 124   It’s 3 For 3 time–Let’s Go! We’re...

3 for 3 Monday, January 8, 2024

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

3 for 3 Monday, December 18, 2023

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

3 for 3 Friday, November 10, 2023

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

3 for 3 Friday, November 3, 2023

Pooches, Powell and SIMPLICITY Are Dog Days Gone? Where are Markets in the Recession-Inverted Yield Curve Cycle? Where are YOU in...

3 for 3 Friday, October 27

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...

3 for 3 Friday, October 20

THIS WEEK IN REVIEW Birthdays, 4th inning comebacks and big dose of love surrounding the Hamas crisis. You’ll want to watch the video….What’s...

Take Advantage of Tax-Loss Harvesting

What we know upfront is that not every investment will be a winner. However, there’s a potential silver lining even for...