Cokie's Blog
Saying yes to your financial future!
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...
What Investors need to know NOW! October Series: What Scares You The Most . . .
- October 4, 2021
- Liberated Investor Tool KitMarkets
During the month of October, I’ll be breaking down many of the questions you have regarding where the market is now...
Extend Your Gaze!
- 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...
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...
Financial Stress? Here’s How to Deal with It
Is there a trick to dealing with financial stress? I don’t think so. While the answer to this question can be...
Still Playing by the House Rules? It’s time to Get Liberated!
- 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...
Trust is Key
- 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,...
Alphavest | Biannual Update 2021
- March 19, 2021
- 2021 Biannual ReportBiannual Report
Create You Own Economy Many questions remain with investors on whether the market still has more to give portfolios, especially following...
Wealth Enhancement & Preservation — Monthly Portfolio Update
- 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...