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“People Count” and Financial Housekeeping
- January 5, 2024
- InsuranceUncategorized
An Interview with Alphavest Advisory Board Member and Insurance expert, Ann Kimball Gustafson, CIC, CPRIA What makes a Perfect Day? A...
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3 for 3 Friday, October 13
- October 13, 2023
- Market AlertsUncategorizedWeekly Update
THIS WEEK IN REVIEW Headwinds: From Hamas to “Higher for longer” . . . and a dose of Triskaidekaphobia (I think...
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Friday 3 for 3, October 6
- October 6, 2023
- Uncategorized
PRESS PLAY to listen to my audio weekly update below: Chocolate, Lowe’s, and McCarthy get ousted, as does the equity portion...
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What Happens Now? Simple: Sit Tight.
- October 4, 2023
- MarketsNew PostUncategorized
The fourth quarter is here–the final stretch. 5 of 6 of our core investment models beat the market last quarter and...
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Friday 3 for 3! September 29
- September 29, 2023
- 3 for 3 FridayUncategorized
A Week in Review Did you watch the 3 For 3 video? MSFT, Tucson and a smidge of an “Everest Fun...
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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,...
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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...
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Treasury Yields, Equity Sectors, & Commodities
- July 31, 2023
- NewslettersUncategorizedWeekly Update
The Federal Reserve concluded its July meeting on Wednesday, 7/26 and raised the federal funds rate by 25 basis points, as...
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From Cokie’s Desk — Market Update! May 2023
- 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....