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In: 401k

investments in a hurricane

Are Your Investments Hurricane Ready?

  • September 10, 2017
  • 401k

Cokie’s in hurricane mode. Are you? The office is being boarded up in preparation for Hurricane Irma, but, here at Alphavest,...

Want To Claim Back 21% Of Your Retirement Savings?

Did you know that if you’re not careful, 21% of your retirement nest egg will be forfeited to excessive fees and...

Markets Rebound While Cash Advances: The Defensive Shift Continues

Q1 2016 Asset Scale Activity: Fixed Income/Bonds and CASH surpass Domestic Equities/Stocks. Commodities moved up to the #5 spot. International Equities slip down to the #6...

Market Alert! Bonds Rally As Stocks & Oil Sell Off

Q1 2016 Asset Scale Activity: Fixed Income/Bonds surpass Domestic Equities/Stocks. Cash and Currency remain in the #3 and #4 positions. Commodities, driven by...

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...

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...

Thinking About a 401k Rollover to Annuity? Think Again.

If you’re thinking about a 401k rollover to annuity…DON’T.  Simply put, annuities = HIGH FEES.  Class dismissed. Studies show that most...

How to Rollover a 401k: Important Decisions & Considerations

Want to learn how to rollover a 401k the easy way?  Most investors do.  Whether it’s how to rollover, how to...

The 401k Market is Broken

Yes, I truly believe that the 401k market is broken. That’s right, broken. Sound familiar? You go to the enrollment meeting...

The 411 on 401k’s: Rollover Options, Taxes and IRAs, OH MY!

  • April 11, 2014
  • 401k

Which road do you take when it comes to 401k rollover options? “Follow the Yellow Brick Road…Because, because, because, because, because….”...