Blog Header

Cokie's Blog

Saying yes to your financial future!

Ladies: Put Yourselves 1st this Labor Day

Women–the Great Multitaskers  

Market Alert: All Market Indices Negative for 2015—Got Cash? WE DO.

As of 9/1/2015, all major domestic indices turned negative for the year: 2015 YTD, 3 YR & 5 YR Market Stats...

Mid-Quarter Update: ALERT! International Equities fall below CASH

Domestic Equities 10/24/2011 1 Fixed Income 07/24/2015 2 Cash 08/20/2015 3 International Equities 08/20/2015 4 Currencies 12/11/2014 5 Commodities 09/08/2014 6...

To Buy or not to Buy? One BIG reason there is opportunity NOW in Small, Mid and Large Cap Stocks.

Familiar with our mantra, “Emotion is out, Logic is in?” While I recognize its easier said than done—it still remains that...

The Not-So-Noise…Facts and Take-Aways

While (media and otherwise) Noise can confuse at volatile times like these, I wanted to impart some facts—data to frame where...

Mid-Quarter Update: ALERT! Market Correction?—Quiet the Noise!

Last week’s sell-off in domestic and international markets will continue today. Will this hiccup go into the history books as a...

Mid-Quarter Update: ALERT! International Equities have taken a back seat AGAIN to Fixed Income

As mentioned in our Q3 Newsletter posted mid July, the #2 spot on the Asset Scale, International equities, took back’s it...

Angles Q3 2015 Newsletter

Quiet the Noise (Listen to the Data) Below you will find a “temperature reading” on the market and the risk level...

Sell in May & Go Away? Using Market Seasonality to Guide Your Investment Strategy

Ever hear the old investing adage “sell in May and go away”? What exactly are the stats on such a broad and...

An Essay on Ben Graham’s “Mr. Market” by Warren Buffett

The following is an excerpt from an annual letter to Berkshire Hathaway’s shareholders by Warren Buffett in 1987 regarding Buffett’s fondness...