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Cokie's Blog

Saying yes to your financial future!

Weekly Update: Stocks Post Worst Week Since February

WEEKLY UPDATE – APRIL 11, 2016  Stocks tumbled last week on downward revisions to U.S. economic growth and worries about global...

Weekly Update: Rocky Start to Q1 Ends Mixed

WEEKLY UPDATE – APRIL 4, 2016 After a rocky start to Q1, most stocks ended the first quarter slightly higher, which...

The UNC Tarheels and Home Depot: A NCAA Final Four Comparison

For those investor-NCAA enthusiasts who aren’t sure about the merits of relative strength as it relates to portfolio success, yet knew...

Weekly Update: Q4 GDP Revised Upward by Strong Consumer Spending

WEEKLY UPDATE – MARCH 28, 2016 Stocks ended the holiday-shortened week down, snapping their five-week winning streak. However, losses were mild...

Recessionary Sell-off or Market Head Fake? Equities Now Tied With Cash

March 23rd we saw meaningful, yet leader-less, change on the Asset Scale:  Equities moved up to tie for the #2 spot with...

Weekly Update: Dow and S&P 500 Green for 2016

WEEKLY UPDATE – MARCH 21, 2016 After a historically rough start to the year, stocks finally rallied enough to put the...

Green Beer and a Green-Light From Yellen; Stock Hangover Ahead?

Happy Saint Patrick’s Day from Janet Yellen and the Fed with its “green-light” report on Wednesday. Following a two-day Fed Chair meeting,...

“Rounded” Pi Day, Einstein and the 30 Year Treasury Ticking Time Bomb

Today, we celebrate “Rounded Pi Day” as it is 3/14/16. Pi, or 3.14159 rounded to 3.1416, is today’s date. Consider yourself...

3 Ways the 2016 Election Can Affect Your Investments

Every four years, investors dwell on the presidential election and how it will affect their investments. The Republican and Democratic hopefuls...

Annuity Surge Signals Market Bottom? Just Say NO.

Bad News for Investors. This just released by Investment News; Fixed indexed annuities inked their best-ever sales year in 2015, closing the...