Buffer ETFs? What are they and what do we think about them?
What are Buffer ETFs and should you add them to your portfolio?
top of page
Search
Wayne Jordan
Nov 5
Investing Reality Check around the Election
The stock market doesn't care who is in office.
Wayne Jordan
Oct 30
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.
Wayne Jordan
Oct 3
Labor Strikes
As you know, the International Longshoremen Association is on strike right now. This has caused many investors to wonder what the impact...
Wayne Jordan
Sep 26
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 10
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....
Michael Dayoub
Aug 23
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....
Molly Jordan
Aug 6
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 2
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...
Wayne Jordan
Jul 24
How Tax Loss Harvesting can Reduce Taxes for Multiple Years
Learn how to minimize tax liability when generating cash out of investments.
Michael Dayoub
Jun 19
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
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...
Molly Jordan
Jun 18
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...
Michael Dayoub
Jun 11
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...
Molly Jordan
Jun 3
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 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 2
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
May 27
The Benefits of Using a 529 Plan for College Savings
Discover the numerous benefits of using a 529 plan for college savings.
Michael Dayoub
May 24
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 21
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...
bottom of page