What Happens Now? Simple: Sit Tight.
- October 4, 2023
- MarketsNew PostUncategorized
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 22
- September 22, 2023
- 3 for 3 FridayFee OnlyFeesFiduciary DutyInterest RateMarket AlertsMarket TimingMarketsRate HikeWeekly Post
PRESS PLAY for a LIVE Friday 3 For 3! The Fed sound byte; the FOMC concluded its September meeting on Wednesday...
Let’s Talk about Safety!
- March 24, 2023
- Alphavest Quarterly Newsletter
The recent scary news of the bank closure of Silicon Valley Bank and Signature Bank, I wanted to send you some...
It’s January 2023!
- January 11, 2023
- Alphavest Quarterly NewsletterUncategorized
2023 is here—I know most are joining me in welcoming January with open arms! That said, I am thankful for another...
You Don’t Have to Live with Regret or Fear!
- March 7, 2022
- PlanningWeekly Post
The world had a wakeup call over the last few weeks. It’s been both amazing and heart breaking to witness. My...
Our End of Year Report
- December 17, 2021
- Year in Review
Did you notice it? The market landscape shifted in 2021.The early days of 2021 saw a continuation of the themes that...
October Series Week 4: What Investors Need to Know (now)! WINK
- 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...
Now, What Scares Me the Most?
- 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...
Outlook 2021: Variables at play for Year-End
- September 9, 2021
- 2021 Biannual ReportCovid-19
Probably to everyone’s surprise, but not to MOST Alphavest investors, the first half of 2021 was record-setting, which could set the...
Alphavest 2020 Mid-Year Report
- August 4, 2020
- Alphavest Quarterly Newsletter
This mid-year report underscores the fact that in January and February, the US economy was humming. The stock market climbed to...