The Bull, The Bear, and You – Monday, September 22, 2025
Stocks are hitting new highs even as $7.7T sits in money market funds. In this episode of The Bull, The Bear and You, our panel explores what’s fueling the rally and how rate moves could shape the path ahead.
Archived Around the Table – Episodes
Staying the Course Amid Shifting Economic Conditions
September 2, 2025
Archived Articles by Michael Cooley
Top Women
Wealth Advisors
Read about Carrie Coghill who was honored on Forbes’ list.
2021 Forbes Top Women Wealth Advisors, created by Shook Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.
Carrie Coghill on CNBC
Carrie Coghill, CEO of Coghill Investment Strategies, LLC, shares her thoughts and insights on how investors should consider handling taxes and their 401(k) plans on CNBC.
The Value and Veil of Service
Written by Carrie Coghill for Forbes.com
Read Carrie’s views on the importance of customer service as it relates to portfolio performance. Carrie also outlines questions that you should ask your advisor about their approach to investing.
Carrie Coghill wins 2018
Invest in Others Catalyst Award
October 1, 2018
2018 Catalyst Award, created by Invest in Others. This award is presented to advisers who have been an active stimulus for change and who displayed vison and leadership to a non-profit for at least 3 years. This is not related to their financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.
