September 30, 2024 To those affected by Hurricane Helene: We are send our heartfelt prayers and thoughts and soon to be troops and funds ON THE WAY. Friends, clients and followers: JOIN ME in supporting those in need…See my “PS” Pardon any insensitivity conveyed as we communicate the work that has been done here for September’s 3 For 3. The band, the work and the markets move on….so shall we. And the rate cuts begin….Supersized. What’s in store you must be thinking? OR are you DONE with rate cut talks? Well, I say let’s party like its 1995. That’s my teaser to tempt you to read more on this Fed rate cut cycle….Any Prince fans with me? This 3 For 3 will cover interest rates ad nauseum, some pre- and post-election market expectation nuggets and a light and airy anniversary dose of “Reinvention & Resilience.”   Happy Anniversary, Alphavest! Thank you to our ‘tribe” for saying yes to the last year, the last 28 years (in some instances, yes!) and thank you for your contribution to our “3 Reasons” campaign that will shape then next 12 months.  Let’s journey back and take a brief tour on rate-cut and pre-and post-election market history. AND, let’s take a moment of gratitude and honor the one year anniversary in this 5th iteration of wealth management for me at Alphavest. Yet another almost 3 decade walkabout in time–and, not too dissimilar to the journey investors have endured during rate cut cycles and pre-election markets; the recipe for success? A dollop of courage, a pinch of grit and a truck load of resilience. At Alphavest, we’ve got you managed. Don’t miss “Winners and Losers” to see what’s shining and what’s, well, not shining as much, because we’ve got very little losers in the mix! Lastly–Let’s gather! Great opportunities to learn, grow and connect! Read to the end, and RSVP and join us! I’d love to see YOU at an event, soon. In the meantime,Love your neighbors. Research both sides of your vote. Be BOLD. Grow. Quiet the noise. AND, never forget your greatest asset:The ability to give back. PS: The most conservative of portfolios is up double digits in 2024. Consider helping those affected by Helene. What if you returns were .5% less, IF you were up 10.5% vs. 11%–or 28% vs 28.5%? Would you notice? Alphavest will match DOLLAR FOR DOLLAR your pledges up to $10k. Make sure you add a “dedicated to: ALPHAVEST” to track our match due to the Red Cross. “To whom much is given, much is required” -Luke 12:48 and as requoted by JFK in addressing Vanderbilt University in 1963

As always, sending you a Perfect Day,

Advisory Services offered through Red Triangle, LLC DBA Alphavest

PS: Reach out to us to test drive a customized Morningstar Report! AND get your Alphavest Altruist LOGIN for easy to to understand account performance tracking! TEXT US TODAY.

Subscribe to this monthly update.

AND–if you enjoyed this 3 For 3, the greatest thank you is a comment here or forward it to a friend (and you’ll rack up some Alphavest Points!)