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The Market Has Always Been Uncertain
Market uncertainty is something we've been seeing in the news lately, but is it actually new news?

Wayne Jordan
Sep 26, 2024
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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....

Wayne Jordan
Sep 10, 2024
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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....
Michael Dayoub
Aug 23, 2024
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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...

Molly Jordan
Aug 6, 2024
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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...

Molly Jordan
Aug 2, 2024
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How Tax Loss Harvesting can Reduce Taxes for Multiple Years
Learn how to minimize tax liability when generating cash out of investments.

Wayne Jordan
Jul 24, 2024
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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...
Michael Dayoub
Jun 19, 2024
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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...
Michael Dayoub
Jun 19, 2024
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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...

Molly Jordan
Jun 18, 2024
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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...
Michael Dayoub
Jun 11, 2024
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The Roller Coaster of Tech Stocks: A Tale of Panic and Patience
Two years ago, the headlines were filled with dire warnings about the decline of tech stocks. Analysts and pundits were quick to predict...

Molly Jordan
Jun 3, 2024
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2024 Retirement Contribution Limits: What You Need to Know
As we find ourselves halfway through 2024, it's crucial to reassess your financial strategy and ensure you're on track with your...

Molly Jordan
Jun 3, 2024
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Avoiding the Most Common Financial Scams
Financial scams lurk in the shadows of our digital age, preying on the unsuspecting and the unprepared. To fortify our defenses, it's...

Molly Jordan
Jun 3, 2024
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The Benefits of Using a 529 Plan for College Savings
Discover the numerous benefits of using a 529 plan for college savings.

Molly Jordan
May 28, 2024
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Home insurance payouts have shrunk. Before storm season, it's time to check your policy.
I just called my insurer to review my policy. With storm season predicted to be the worst year ever, I checked for 4 things to make sure...
Michael Dayoub
May 24, 2024
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Trip insurance is a good idea
Your medical insurance might not cover overseas medical emergencies. Check out this NPR article, He fell ill on a cruise. Before he...
Michael Dayoub
May 21, 2024
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Investing During Election Years
For investors navigating the stock market during election years creates a lot of anxiety. The heightened political uncertainty and the...

Wayne Jordan
May 14, 2024
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If it sounds too good to be true....it is.
I want to share what is probably my all time favorite pitch email. As an advisor I get emails like this daily. Usually they're portfolio...

Wayne Jordan
May 8, 2024
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Crashing Waves Become Ripples on the Horizon
Spring break season is in full swing and summer vacations aren't far off. This got me thinking about an ocean metaphor we use a lot to...

Wayne Jordan
Apr 30, 2024
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Are small-cap stocks worth it?
Why you shouldn't be giving up on small caps!

Wayne Jordan
Apr 25, 2024
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