
Friday 3 for 3! September 29
- 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...

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...

3 For 3! Friday, September 15, 2023
- 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,...

3 For 3! Friday, September 8, 2023
- 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,...

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

Treasury Yields, Equity Sectors, & Commodities
- 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...

From Cokie’s Desk — Market Update! May 2023
- 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....

Its 4/11 and time to 4-1-1! Welcome BACK.
- 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....

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...

Bear Market Rally? Punksatawney Phil did see his shadow!
- 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...