• October 27, 2021
• MarketsUncategorizedWeekly Post

Financial/WINK-“What Investors Need to Know. NOW”: Week 4 of our 4-week series in October unpacking what’s holding you and your investment...

• October 27, 2021
• MarketsUncategorizedWeekly Post

In the video below, I follow up on my series on What Investors Need to Know, NOW. Week 3 of our...

• October 22, 2021
• MarketsUncategorizedWeekly Post

In the video below, I follow up on my series on What Investors Need to know by telling you what SCARES...

• October 18, 2021
• MarketsPlanningUncategorized

Bonds! One of the issues I have answered on my Perfect Day broadcast is this question: What frightens you the most...

• September 21, 2021
• MarketsPlanningUncategorized

When it comes to the market, what scares you the most? I was thinking about this question over the past weekend...

• July 19, 2021
• Liberated Investor Tool KitPlanningUncategorized

Do you want to play by someone else’s rule with your investment portfolio and be run by the games on Wall...

• June 21, 2021
• Alphavest Quarterly NewsletterMarketsUncategorized

If you live in the South, then you know summer is here! In fact, even New York is feeling the heat,...

• March 18, 2021
• Monthly ReportUncategorized

All Weather Status: Score 40 out of 40 The All Weather portfolio was in the Aggressive allocation during February. The All Weather Moderate portfolio...

• March 12, 2021
• PlanningUncategorizedWeekly Post

All of us need support. It’s just knowing when to ask for it that separates successful businesses from those who struggle...

• February 3, 2021
• Uncategorized

Simple: You begin where you are today! An introduction from Cokie: All of us know someone, who is aging and if...