Planning – Alphavest

Me again. Its not typical for me produce a piece like this during euphoric market times—-but too many clients are raising...

What we know upfront is that not every investment will be a winner. However, there’s a potential silver lining even for...

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

My advice to clients is to have a three year bucket plan in place. (See the chart below) Having the right...

The world had a wakeup call over the last few weeks. It’s been both amazing and heart breaking to witness. My...

It’s about “How I spent my money (Financial/WINK) — What Investors Need to Know. NOW. Imagine this: You’re 3 feet from...

“What Investors Need to Know. NOW (WINK)” The BEST investment advice you’ve ever been given: Last week we heard Mr. Buffett’s...

What Investors Need to Know (NOW) or WINK: We just closed out our October WINK series unpacking what’s holding you and...

Bonds! One of the issues I have answered on my Perfect Day broadcast is this question: What frightens you the most...

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