
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...

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
- Uncategorized
Simple: You begin where you are today! An introduction from Cokie: All of us know someone, who is aging and if...