• October 13, 2023
• Market AlertsUncategorizedWeekly Update

THIS WEEK IN REVIEW Headwinds: From Hamas to “Higher for longer” . . . and a dose of Triskaidekaphobia (I think...

• October 9, 2023
• Market AlertsWeekly Update

Like me, I’m sure most of my readers and clients followed the news coming out of the Middle East and especially,...

• 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...

• May 10, 2022
• Alphavest Quarterly NewsletterMarket AlertsUncategorized

Editors Note: The following article was recently sent to Alphavest clients. It is being published here to help you better understand...

• January 7, 2022
• End of YearMarket Alerts

The fourth quarter and 2021 are now officially in the books. After a rocky end to the third quarter, US equities...

• July 22, 2020
• Covid-19Market AlertsMarketsUncategorized

A Note from Cokie: Just this week the U.S. has seen almost 4 million cases of Covid-19 and just under 150,000...

• April 16, 2020
• Covid-19Market Alerts

None of us have been here before! An editorial that recently appeared in the Wallstreet Journal proclaimed what all of us...

• April 8, 2020
• Market AlertsNewslettersUncategorized

Special Update:Quarterly Report from Wealth E&P This Week on Wall StreetModest declines in stock prices this week masked the volatile inter-...

• December 21, 2018
• Market Alerts

This will be very technical, but if you commit to reading it, it should bring a glimmer of tinsel and mistletoe....

• October 31, 2018
• Market AlertsMarketsWeekly PostWeekly Update

Last week did nothing to dispel October’s reputation as a tough month for the markets. The S&P 500 lost 3.94%, the...