Does high government debt impact stock returns?
It's no secret that our national debt is massive and growing larger. Of course this causes some concern among investors and many of our...
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Wayne Jordan
Dec 6, 2023
Don't be a Fair Weather Fan! (or Investor)
We all know one. Every sports fan hates the opposing fan who only roots or shows their pride when their team is doing well. Your...
Michael Dayoub
Nov 30, 2023
FAFSA timetable, and help from AI !
In the past, college families could submit their FAFSA in October. For the upcoming school year (begins Fall 2024) the new FAFSA form...
Wayne Jordan
Nov 29, 2023
Year End To-Do List
6 Simple things you should do before the end of the year.
Michael Dayoub
Nov 27, 2023
"The Price You Pay For College" (book recommendation)
Do you know a high school junior or senior making the big decision of which college to attend and how to pay for it? I like this book....
Wayne Jordan
Nov 22, 2023
Family, Feasts, and Finances
Thanksgiving is not only a time for turkey and pumpkin pie but also an opportunity to reflect on the bonds that tie us together. In the...
Molly Jordan
Nov 15, 2023
Reduce your Taxes with Tax Loss Harvesting
Find out what Tax Loss Harvesting is and how it can save you on taxes!
Wayne Jordan
Nov 8, 2023
You Don't Need to Jump on Every Opportunity
Sometimes missed opportunities are a blessing in disguise.
Michael Dayoub
Oct 30, 2023
Here’s why I won’t buy a Medicare Advantage plan
I turn 65 next year and the “Advantage vs. Traditional” Medicare decision is becoming more personal. It will be time to put my money...
Michael Dayoub
Oct 23, 2023
Can you afford your dream college?
Send this article if you know a high school senior who hasn't thought about college debt. https://wapo.st/3s03gT6
Michael Dayoub
Oct 12, 2023
Turning 65? Decision Time: Original Medicare vs. Medicare Advantage
Reasons for choosing Original Medicare over Medicare Advantage Doctor choice Medicare Advantage approves or rejects your visit to a...
Wayne Jordan
Oct 11, 2023
War
Recent headlines are filled with unsettling news and images coming out of Israel, but before you make any hasty decisions with your money...
Molly Jordan
Oct 10, 2023
Alpha Fall Volunteering
Alpha employees volunteering in the community
Michael Dayoub
Oct 6, 2023
Washington Post article: "You need to be saving more for emergencies, thanks to climate change"
Can I post a link for a "gift" article? Let's see. Weather events need to be part of your financial plan. Check your coverages. Have some...
Wayne Jordan
Oct 4, 2023
VIDEO: Double digit dividends?
There are stocks out there that pay dividends in excess of 10%! Is this too good to be true?? Should you buy these stocks? Watch the...
Wayne Jordan
Sep 27, 2023
Debt Ceiling 2023: Round 2
Here we go again. I wrote a blog back on May 27th, 2023 expressing my opinion that the debt ceiling showdown was going to be solved and...
Wayne Jordan
Sep 11, 2023
Don't get too cute with your muni-bonds
Bonds are thought to be safe investments. Or, safer than stocks, at least. (How we measure risk is all subjective, so I will bow out of...
Wayne Jordan
Sep 6, 2023
You Never Know When Growth is Coming
For those of you that needed a reminder why to not try and time the market--here it is. Speaking for myself here, I like holding small...
Wayne Jordan
Aug 30, 2023
Change is the Only Constant
Laws change. Goals change. Strategies change. That's why we work with our clients on an ongoing basis--as your life and the world around...
Michael Dayoub
Aug 23, 2023
Which would you rather discuss? Winning the lottery or a plan for dementia or cognitive decline?
Do you need a plan in case of dementia or cognitive decline? How would you be cared for? How would your assets be protected from bad...
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