• 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...

• January 11, 2023
• Alphavest Quarterly NewsletterUncategorized

2023 is here—I know most are joining me in welcoming January with open arms! That said, I am thankful for another...

• 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...

• December 17, 2021
• Year in Review

Did you notice it? The market landscape shifted in 2021.The early days of 2021 saw a continuation of the themes that...

• 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 18, 2021
• MarketsPlanningUncategorized

Bonds! One of the issues I have answered on my Perfect Day broadcast is this question: What frightens you the most...

• September 9, 2021
• 2021 Biannual ReportCovid-19

Probably to everyone’s surprise, but not to MOST Alphavest investors, the first half of 2021 was record-setting, which could set the...

• August 4, 2020
• Alphavest Quarterly Newsletter

This mid-year report underscores the fact that in January and February, the US economy was humming. The stock market climbed to...

• February 5, 2020
• PlanningRetirementUncategorized

We actually have groundhogs in the south; and because we just saw the appearance of Po Phil, I was thinking about...

• December 26, 2019
• 2020 ElectionMarketsUncategorized

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