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Special Update: Understanding Volatility

After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. Last week,...

Travel Agent On Your Financial Journey

Hujambo! (Hello in Swahili) The start of a new year always brings a sense of fresh beginnings, but it can also...

Stocks Start 2018 With Jump

The first week of 2018 is behind us, and across the globe, stocks experienced a strong start to the year....

A Tax Bill Before the Holiday

As we headed into the long holiday weekend, the markets continued to climb as tax reform moved forward. For the...

What You Need To Know About Tax Reform

What You Need To Know About Tax Reform Proposed Tax Reform: Key Details to Know 1. What Similarities the Plans Share At...

Manage Your Charitable Gifts

Throughout the year, many taxpayers choose to make charitable donations, which they can deduct on their tax returns. If you gave...

consumer confidence

Markets March Ahead, Consumer Confidence Up

Last week, markets marched ahead within a busy reporting week. The Dow rose 1.16% to close Friday on another new high....

Cokie Berenyi on Build Your Best Business

Alphavest Founder Featured on ‘Build Your Best Business’

Eric V. Holtzclaw, serial entrepreneur and the host of “Build Your Best Business,” interviewed Alphavest founder Cokie Berenyi on his show recently...

From Thoreau to Braveheart: Here’s to YOU, Fathers! (Moms, You Should Read, Too!)

“Are you there? Say a prayer for the Pretender who started out so young and strong only to surrender” Jackson Browne...

Another Week of Highs

Dow 20,000 in sight; Will Yellen and the FOMC rain on the parade?

The Trump rally continues and all indices are making new highs. The Dow is less than one hundred points from the...