• December 2, 2025
• 3 for 3 FridayMarketsMonthly Report

December 2, 2025 “From Clearing to Clarity — Your First Look Toward 2026” In November, we talked about resilience — how...

• November 5, 2025
• 3 for 3 FridayMarketsMonthly Report

November 5, 2025 “Voting isn’t the end of your civic power — it’s the ignition. After you vote, you fuel the...

• October 8, 2025
• 3 for 3 FridayMarketsMonthly ReportNewslettersPerfect Day

October 8, 2025   Yes, I’m cheating.   AI helps me edit and refine a more concise, reader-friendly version for you—and...

• September 6, 2025
• 3 for 3 FridayMarketsMonthly Report

September greets us with more than the crispness of fall—it arrives with clarity in the financial landscape. The markets have steadied...

• May 15, 2023
• Monthly ReportUncategorized

The most material development YTD is the unfortunate move of Commodities back into the #2 spot on the Asset Scale line-up....

• April 11, 2023
• Alphavest Quarterly NewsletterMonthly Report

From the client’s mouth…“You’re a ROCKSTAR–I’m so lucky to have you in my life.”-Alphavest client and Perfect Day Advocate, JB, Mt....

• June 17, 2022
• Monthly ReportUncategorized

A whole lot of data for you today — Equities remain in the #2 spot amongst asset classes, yet find a...

• May 20, 2022
• MarketsMonthly ReportUncategorized

Equities remain in the #2 spot amongst asset classes and despite yesterday’s sell-off, the NYSE Bullish Percent (NYSEBP)  is offering a...

• 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...