• October 13, 2023
• Market AlertsUncategorizedWeekly Update

THIS WEEK IN REVIEW Headwinds: From Hamas to “Higher for longer” . . . and a dose of Triskaidekaphobia (I think...

• September 22, 2023
• 3 for 3 FridayFee OnlyFeesFiduciary DutyInterest RateMarket AlertsMarket TimingMarketsRate HikeWeekly Post

PRESS PLAY for a LIVE Friday 3 For 3! The Fed sound byte; the FOMC concluded its September meeting on Wednesday...

• March 24, 2023
• Alphavest Quarterly Newsletter

The recent scary news of the bank closure of Silicon Valley Bank and Signature Bank, I wanted to send you some...

• March 7, 2022
• PlanningWeekly Post

The world had a wakeup call over the last few weeks. It’s been both amazing and heart breaking to witness. My...

• 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...

• April 1, 2020
• UncategorizedWeekly PostWeekly Update

I want to pass an update on to you that I’ve received from Wealth Care Management. If you have any question,...

• February 26, 2020
• MarketsNewslettersUncategorized

While the CDC closely monitors the outbreak of the respiratory illness caused by the coronavirus, many of us are monitoring the...

• January 16, 2020
• MarketsPlanningUncategorized

As you begin 2020, are you full of hope and passionate about life and what you do each day? Or do...

• December 26, 2019
• 2020 ElectionMarketsUncategorized

As a result of the recent market reports, are you tempted to take your focus off the...