![](https://alphavest.com/wp-content/uploads/2023/10/Tax-Loss-Harvesting-scaled-1-600x400.jpg)
Take Advantage of Tax-Loss Harvesting
- October 19, 2023
- PlanningWeekly Post
What we know upfront is that not every investment will be a winner. However, there’s a potential silver lining even for...
![](https://alphavest.com/wp-content/uploads/2023/09/Your-paragraph-text-1-600x400.png)
3 For 3! Friday, September 15, 2023
- September 15, 2023
- PlanningUncategorized
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,...
![](https://alphavest.com/wp-content/uploads/2023/09/Your-paragraph-text-1-600x400.png)
3 For 3! Friday, September 8, 2023
- September 8, 2023
- PlanningUncategorized
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,...
![](https://alphavest.com/wp-content/uploads/2020/10/Cokie-yellow-CroppedWeb-600x400.jpg)
COMING SOON! Alphavest’s 3-6-10 Allocation Plan™
- August 16, 2023
- PlanningUncategorized
My advice to clients is to have a three year bucket plan in place. (See the chart below) Having the right...
![](https://alphavest.com/wp-content/uploads/2022/03/fire-3Web-600x400.jpg)
You Don’t Have to Live with Regret or Fear!
- March 7, 2022
- PlanningWeekly Post
The world had a wakeup call over the last few weeks. It’s been both amazing and heart breaking to witness. My...
![](https://alphavest.com/wp-content/uploads/2022/01/debby-hudson-Wqs6qly3T50-unsplash-600x400.jpg)
2022 is about Less but Building for More
It’s about “How I spent my money (Financial/WINK) — What Investors Need to Know. NOW. Imagine this: You’re 3 feet from...
![](https://alphavest.com/wp-content/uploads/2020/10/CokieWeb1-600x400.jpg)
Best investment advice: Is B.O. always bad?
- November 9, 2021
- PlanningUncategorizedWeekly Post
“What Investors Need to Know. NOW (WINK)” The BEST investment advice you’ve ever been given: Last week we heard Mr. Buffett’s...
![](https://alphavest.com/wp-content/uploads/2020/10/CokieWeb1-600x400.jpg)
Best Investment Advice!
- November 8, 2021
- PlanningUncategorizedWeekly Post
What Investors Need to Know (NOW) or WINK: We just closed out our October WINK series unpacking what’s holding you and...
![](https://alphavest.com/wp-content/uploads/2021/10/iliniza-norte-the-wind-on-my-face-20210128_Ecuador_TerraySylvester_0185-600x400.jpg)
Now, What Scares Me the Most?
- October 18, 2021
- MarketsPlanningUncategorized
Bonds! One of the issues I have answered on my Perfect Day broadcast is this question: What frightens you the most...
![](https://alphavest.com/wp-content/uploads/2021/09/CokieEcuadorWeb1-600x400.jpg)
Extend Your Gaze!
- September 21, 2021
- MarketsPlanningUncategorized
When it comes to the market, what scares you the most? I was thinking about this question over the past weekend...