• October 28, 2020
• 401kLiberated Investor Tool KitMarkets

When it comes to financial decisions, emotions are out, and well-planned decisions are in! —Cokie Today’s smart investors want satisfaction, relief,...

• October 16, 2020
• 401kLiberated Investor Tool KitMarkets

When it comes to financial decisions, emotions are out, and well-planned decisions are in! —Cokie Do you ever find yourself thinking:...

• December 6, 2019
• 401kRetirement

I wish I had enough time and space here to write fully about retirement. Today, more and more people are thinking...

• September 10, 2017
• 401k

Cokie’s in hurricane mode. Are you? The office is being boarded up in preparation for Hurricane Irma, but, here at Alphavest,...

• August 25, 2016
• 401kFiduciary DutyRetirement

Did you know that if you’re not careful, 21% of your retirement nest egg will be forfeited to excessive fees and...

• February 18, 2016
• 401kMarket AlertsMarkets

Q1 2016 Asset Scale Activity: Fixed Income/Bonds and CASH surpass Domestic Equities/Stocks. Commodities moved up to the #5 spot. International Equities slip down to the #6...

• February 11, 2016
• 401kMarket AlertsMarkets

Q1 2016 Asset Scale Activity: Fixed Income/Bonds surpass Domestic Equities/Stocks. Cash and Currency remain in the #3 and #4 positions. Commodities, driven by...

• July 30, 2015
• 401kMarkets

As mentioned in our Q3 Newsletter posted mid July, the #2 spot on the Asset Scale, International equities, took back’s it...

• April 24, 2015
• 401kMarkets

As mentioned in our Q2 Newsletter posted last week, #3 spot on the Asset Scale, International equities, had a strong Q1...

• May 15, 2014
• 401k

If you’re thinking about a 401k rollover to annuity…DON’T.  Simply put, annuities = HIGH FEES.  Class dismissed. Studies show that most...