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Wayne Jordan
4 days ago
Don't Let Dips Derail Your Gains
Market dips are never fun, and right now we're in one. The S&P 500 is down roughly 5-7% so far in 2025, which can feel unsettling. But...
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Michael Dayoub
Mar 3
Tax-Smart Giving and Planned Giving Seminar
Seminar conducted by Michael Dayoub, CFP® and estate attorney Gennie Long, J.D. for Asbury Memorial Church. Tax-smart giving topics:...
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Molly Jordan
Feb 24
New 401k Catch Up Rules Increase Tax Savings Opportunities for 60-63 Year Olds
Retirement planning just got a boost for those aged 60 to 63. A new rule, starting in 2025, allows you to save more during these crucial...
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Molly Jordan
Feb 4
How Have Past Tariffs Affected the Stock Market?
Tariffs have long been a tool used by governments to protect domestic industries, reduce trade deficits, or exert geopolitical pressure....
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Wayne Jordan
Dec 18, 2024
Is it time to rebalance your portfolio?
Learn what rebalancing is and if it may be the right thing for your portfolio
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Michael Dayoub
Dec 10, 2024
Website privacy policy
This policy applies to any visitors to our website, alpha-sav.com What type information do you collect? This website automatically...
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Wayne Jordan
Nov 21, 2024
Buffer ETFs? What are they and what do we think about them?
What are Buffer ETFs and should you add them to your portfolio?
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Wayne Jordan
Nov 5, 2024
Investing Reality Check around the Election
The stock market doesn't care who is in office.
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Wayne Jordan
Oct 31, 2024
High Income? Which Savings Accounts Should You Fund First?
For many high earners the big question is where should I save my money first. Here we give the top accounts for the biggest savings.
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Wayne Jordan
Oct 3, 2024
Labor Strikes
As you know, the International Longshoremen Association is on strike right now. This has caused many investors to wonder what the impact...
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Wayne Jordan
Sep 26, 2024
The Market Has Always Been Uncertain
Market uncertainty is something we've been seeing in the news lately, but is it actually new news?
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Wayne Jordan
Sep 10, 2024
Bonds still Play an Important Role
There’s an old adage in financial planning that when stocks rise, bonds fall. When stocks fall, bonds rise. Only half of this is true....
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Michael Dayoub
Aug 23, 2024
Freeze Your Credit Report at ALL THREE BUREAUS
There is an authoritative website that will tell you if you were breached by the massive NPD data breach in the news this summer....
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Molly Jordan
Aug 6, 2024
Don't Panic: Navigating Small Market Dips
The recent market dip has left many investors feeling uneasy. Headlines about declining stock prices and economic uncertainty can be...
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Molly Jordan
Aug 2, 2024
What Happens When You Don't List Beneficiaries?
When it comes to financial planning, designating beneficiaries for your accounts is crucial. However, there are instances where accounts...
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Wayne Jordan
Jul 24, 2024
How Tax Loss Harvesting can Reduce Taxes for Multiple Years
Learn how to minimize tax liability when generating cash out of investments.
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Michael Dayoub
Jun 19, 2024
Co-living in retirement - a social trend
The vast majority of Alpha's retiree clients can afford to live without housemates. But there are some other good reasons, if you have...
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Michael Dayoub
Jun 19, 2024
Good advice about phone scams
I don't answer unknown callers. In fact, they can't even ring my phone. Calls from unknown callers go straight to voicemail. I've noticed...
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Molly Jordan
Jun 18, 2024
The Bumpy Road to the Market's Long-Term Average
Since 1926, the US stock market has rewarded investors with an annualized return of about 10%. But returns in any given year may...
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Michael Dayoub
Jun 11, 2024
Is Venmo safe?
You may have heard stories of crimes and scams involving Venmo. Venmo is handy at yard sales and garage sales, or for sending your nephew...
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