Blog Header

Cokie's Blog

Saying yes to your financial future!

Mid-Quarter Update: ALERT! International Equities are back in the saddle…

As mentioned in our Q2 Newsletter posted last week, #3 spot on the Asset Scale, International equities, had a strong Q1...

‘Angles’ Q2 2015 Newsletter

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

Market at Risk: Is it Time to Consider Master Limited Partnerships?

In the first quarter of 2015, the Standard and Poor’s 500 Index rose 0.433%, Master Limited Partnerships (MLPs) declined 5.228%, and...

What can investors learn from Coach K and the Blue Devil champs?

What can investors learn from Coach K and the Blue Devil champs? Paying for a good coach, trusting fresh new talent,...

March Madness and the S&P 500: Kentucky’s got “no alpha”

What a nutty time of year.  March Madness. CNBC just stated that corporate losses are conservatively estimated at $1.9M per HOUR...

Go Greenback: Add Some Green to Your Portfolio This St. Patrick’s Day

Wanna get lucky this St. Patrick’s Day? Make some of your own luck this year and add a four leaf clover...

Shake Shack IPO: What Investors & CEO’s Don’t Know

Enough said. I’ll take two burgers and a side of fries. After all, the burgers are hormone-free. While a Shake Shake...

DIY Investors: Do as Obama, Davos, Small Caps & January, Turn the Page

DIY’ers (do-it-yourselfers), listen up…go the way of many this year and think about turning the page of managing your own investments....

Year of the G’s: What You Don’t Know About Annuity “Benefits”

2015 is the Chinese year of the Goat – I’ve decided that I’ll just make it the year of the “G’s.” That’s...

Angles Q1 2015

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