Saying yes to your financial future!
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...
The Support that Matters!
- March 12, 2021
- PlanningUncategorizedWeekly Post
All of us need support. It’s just knowing when to ask for it that separates successful businesses from those who struggle...
Rising Inflation Concerns — Mixed Signals!
- February 26, 2021
- MarketsWeekly Update
A note from Cokie: Always remember this principle— The best time to get liberated and take control of your financial future...
The Way of the Liberated Investor!
- February 4, 2021
- Liberated Investor Tool Kit
The best time to get liberated and take control of your financial future is NOW! Don’t be paralyzed by Wall Street’s...
How Do You Plan for a Future You can’t see Coming?
- February 3, 2021
Simple: You begin where you are today! An introduction from Cokie: All of us know someone, who is aging and if...
Bull Market Takes a Breather
- February 2, 2021
- Market TimingUncategorizedWeekly Update
A Note from Cokie: Yesterday, U.S. stocks jumped building on a strong rally in the previous session. This comes as concerns...
Keep Your Focus
- January 29, 2021
- MarketsUncategorizedWeekly Update
A Note from Cokie: While the U.S. equities hit a slump amid lingering concerns about havoc created by volatile retail trading,...
Markets still High
- January 21, 2021
A Note from Cokie: President Joe Biden inherited an economic recovery that continues to be challenged by the pandemic and a...