• August 30, 2022
• Uncategorized

Goodbye August—September is almost here! Labor day can conjure up many things to discuss including how current labor markets are the...

• 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...

• 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...

• 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...

• 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...

• October 27, 2021
• MarketsUncategorizedWeekly Post

Financial/WINK-“What Investors Need to Know. NOW”: Week 4 of our 4-week series in October unpacking what’s holding you and your investment...

• October 27, 2021
• MarketsUncategorizedWeekly Post

In the video below, I follow up on my series on What Investors Need to Know, NOW. Week 3 of our...

• October 22, 2021
• MarketsUncategorizedWeekly Post

In the video below, I follow up on my series on What Investors Need to know by telling you what SCARES...

• 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...