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Cokie's Blog

Saying yes to your financial future!

Rearview Mirror

  • March 8, 2013
  • IRA

What were you doing October 2007? Better, what was your advisor doing? Was your portfolio ready for ensuing storm? Why October...

Buy and Hold is DEAD, Yet Market Timing Can Kill Ya

A New Era is cause for a new way to manage investments. There are two prevalent models or management approaches that...

Free Yourself, And Your Investing: 7 Magic Rules Of Advice

Are you an investor being held hostage by a “Big Brokerage”? Did you know only 6% of advisors are truly independent...

Impatient, Irrational Investors, Oh my! Follow the yellow brick road.

So says Dalbar, Inc., the nation’s leading financial services market research firm. Can you afford to act like the average investor?...

Most Often, Rules Simply Rule

As humans, we all have our misgivings about rules. Waiting in line, flossing, exercise, etc. But (like it or not) rules...

Mutual Funds, the Investor’s Pet Dinosaur

Still own mutual funds? You may want to reconsider, especially this time of the year. Mutual funds are a lot like...

To Roth or NOT to ROTH—No one seems willing to take a stance and time’s a-ticking. I will.

Confused as to whether or not you should covert your IRA to a Roth IRA? You and everybody else. No one...

The Recession’s Over—THANKS so much, and this information a year after the fact helps us how?

EXTRA, EXTRA! Did you hear the news last week? The National Bureau of Economic Research declared that the Recession’s over—well that’s...