
Special Update: Understanding Volatility
- February 16, 2018
- Uncategorized
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
- January 12, 2018
- Uncategorized
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
- January 11, 2018
- Uncategorized
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
- December 28, 2017
- Uncategorized
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
- December 15, 2017
- Uncategorized
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
- October 26, 2017
- PhilanthropyUncategorized
Throughout the year, many taxpayers choose to make charitable donations, which they can deduct on their tax returns. If you gave...

Markets March Ahead, Consumer Confidence Up
- August 1, 2017
- Uncategorized
Last week, markets marched ahead within a busy reporting week. The Dow rose 1.16% to close Friday on another new high....

Alphavest Founder Featured on ‘Build Your Best Business’
- June 22, 2017
- Perfect Day
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!)
- June 18, 2017
- Perfect DayUncategorized
“Are you there? Say a prayer for the Pretender who started out so young and strong only to surrender” Jackson Browne...

Dow 20,000 in sight; Will Yellen and the FOMC rain on the parade?
- December 14, 2016
- Federal ReserveMarketsUncategorizedWeekly Update
The Trump rally continues and all indices are making new highs. The Dow is less than one hundred points from the...