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Cokie's Blog

Saying yes to your financial future!

Earnings Season Begins: WEEKLY UPDATE – APRIL 20, 2018

Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week.  The S&P 500...

Q1 2018 down, 3 more to go. Think Marathon NOT sprint.

Nothing’s changed, yet so much has. The Value of Evolution. Taxi or Uber? Investment management meets Perfect Day. October 2016 was...

Stocks Rebound: Weekly Update – February 21, 2018

Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced...

Special Update: Understanding Volatility

After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. Last week,...

Bear Market Noise or Reality Panic?

Friday hurt. Today hurt more. The market just closed with losses of 4% across the board. Is this the beginning of...

Markets, Inflation and Earnings Hike Upward–What’s In Your Portfolio?

The index just posted its best 10-day beginning to a year since 2003, with a 4.2% gain so far. The Dow...

Travel Agent On Your Financial Journey

Hujambo! (Hello in Swahili) The start of a new year always brings a sense of fresh beginnings; but it can also...

Stocks Start 2018 With Jump

The first week of 2018 is behind us, and across the globe, stocks experienced a strong start to the year....

A Tax Bill Before the Holiday

As we headed into the long holiday weekend, the markets continued to climb as tax reform moved forward. For the...

What You Need To Know About Tax Reform

What You Need To Know About Tax Reform Proposed Tax Reform: Key Details to Know 1. What Similarities the Plans Share At...