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“People Count” and Financial Housekeeping

An Interview with Alphavest Advisory Board Member and Insurance expert, Ann Kimball Gustafson, CIC, CPRIA What makes a Perfect Day? A...

3 for 3 Friday, October 13

THIS WEEK IN REVIEW Headwinds: From Hamas to “Higher for longer” . . . and a dose of Triskaidekaphobia (I think...

Friday 3 for 3, October 6

PRESS PLAY to listen to my audio weekly update below: Chocolate, Lowe’s, and McCarthy get ousted, as does the equity portion...

What Happens Now? Simple: Sit Tight.

The fourth quarter is here–the final stretch. 5 of 6 of our core investment models beat the market last quarter and...

Friday 3 for 3! September 29

A Week in Review Did you watch the 3 For 3 video? MSFT, Tucson and a smidge of an “Everest Fun...

3 For 3! Friday, September 15, 2023

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

3 For 3! Friday, September 8, 2023

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

COMING SOON! Alphavest’s 3-6-10 Allocation Plan™

My advice to clients is to have a three year bucket plan in place. (See the chart below) Having the right...

Treasury Yields, Equity Sectors, & Commodities

The Federal Reserve concluded its July meeting on Wednesday, 7/26 and raised the federal funds rate by 25 basis points, as...

From Cokie’s Desk — Market Update! May 2023

The most material development YTD is the unfortunate move of Commodities back into the #2 spot on the Asset Scale line-up....