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Cokie's Blog

Saying yes to your financial future!

Market Update: March 3 For 3

March 12, 2025 The #1 thing the WRONG Advisor Says in a Market Downturn… “Don’t look at your statement. The market...

Market Update: February 3 For 3

February 4, 2025Happy Lunar New Year! The Year of the Snake is here. Welcome, transformation and positivity–time to shed all bad...

Market Update: January 3 For 3

January 6, 2025 What’s going to make 2025 your BEST year yet?  STOP—Think: If you did one thing, consistently, if even just...

Market Update: December 3 For 3

December 1, 2024 It’s (almost) a Wrap! Thankful for a Year-End to behold!The final 3 For 3 for 2024 is here! A...

Market Update: October 3 For 3

October 31, 2024 Election? What election? Instead, let’s muse over the 2nd largest commercial holiday in the US With a spend...

Alphavest Lunch & Learn Medicare Series

RSVP for October 8th Lunch & Learn: Medicare 101 with Jason Mackey Email us to RSVP: [email protected] FREE

Market Update: September 3 For 3

September 30, 2024 To those affected by Hurricane Helene: We are send our heartfelt prayers and Funds to the Red Cross....

Market Update: Recession or Reset?

August 5, 2024 First: I and the Alphavest Team are sending dry, safe thoughts and wishes to our East Coasters battling Storm Debby.​...

July 3 for 3

July 3 For 3!July 16, 2024Keep Calm and Diversify On As summer, the Mag7/Fab 5 and earnings season continues to heat...

3 for 3

3rd Tuesday 3 For 3! Third Tuesday 3 For 3! June 18, 2024Doing, Being and Dreaming with an update onSell in...