• 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...

• September 15, 2023
• PlanningUncategorized

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

• September 8, 2023
• PlanningUncategorized

A Message from Cokie’s Desk: Friday 3 for 3! Each Friday, Cokie will be bring you 3 points of interest in 3 minutes… …well,...

• 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...

• 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...

• May 22, 2020
• Covid-19MarketsUncategorized

A note from Cokie: America’s stock market appears to be signaling that the economy will recover quickly from the coronavirus crisis....

• April 23, 2020
• Covid-19MarketsUncategorized

Oil and water doesn’t mix! So, does the same rule follow for oil and markets? The experts on either side diverge....

• 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 19, 2019
• Market TimingMarketsUncategorized

This week on Wall Street Last week, The U.S. ad China announced a limited trade agreement. The news lifted the U....