• September 29, 2023
• 3 for 3 FridayUncategorized

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

• 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...

• September 15, 2023
• PlanningUncategorized

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,...

• September 8, 2023
• PlanningUncategorized

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,...

• August 16, 2023
• PlanningUncategorized

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

• July 31, 2023
• NewslettersUncategorizedWeekly Update

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

• May 15, 2023
• Monthly ReportUncategorized

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

• April 11, 2023
• Alphavest Quarterly NewsletterMonthly Report

From the client’s mouth…“You’re a ROCKSTAR–I’m so lucky to have you in my life.”-Alphavest client and Perfect Day Advocate, JB, Mt....

• 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...

• February 17, 2023
• Uncategorized

Let’s face it, very few of us actually go with what Punksatawney Phil sees or doesn’t see. Well, the S&P 500...