
3 for 3 Friday, October 27
- October 27, 2023
- 3 for 3 Friday
This week’s 3? Timing, Wake up calls–No more “Rip Van Winkling” it with the long dead 60/40 portfolio, Its Recession-Proof time…Treasuries or...

What Happens Now? Simple: Sit Tight.
- October 4, 2023
- MarketsNew PostUncategorized
The fourth quarter is here–the final stretch. 5 of 6 of our core investment models beat the market last quarter and...

Friday 3 for 3! September 22
- 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...

3 For 3! Friday, September 15, 2023
- 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,...

3 For 3! Friday, September 8, 2023
- 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,...

You Don’t Have to Live with Regret or Fear!
- 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...

Our End of Year Report
- 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...

Outlook 2021: Variables at play for Year-End
- 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...

Powell Sober on Recovery
- 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....

Unpresented Oil Prices lead to Market Lows
- 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....