Financial Advisor: Molly Jordan

05/31/2023

Join us in welcoming our newest advisor Molly Jordan!

She joins us after spending the last 7 years at Edward Jones helping her clients achieve their financial goals and dreams, and is excited to continue doing that at Alpha.

Stop by and say hello! (And see how she's putting her touches on the office!)

05/29/2023

Today we honor those who have sacrificed their lives for our country.

05/24/2023

529 Day is this Monday. Let's talk about your plans to save for the future.

05/22/2023

With the growing prospects of an emerging slowdown, the fate of the economy will ultimately rest on the shoulders of the consumer. Those shoulders are quite broad, but not unrelenting, supporting our view that a recession this year is quite feasible, but would be mild. With a fresh batch of spending data released last week, this Weekly Market Wrap features our three key takeaways on the state of the consumer.

A summary of last week's market highlights and economic news.

05/15/2023

Last week investors received some encouraging news on inflation, which has been the number one concern over the past 18 months. But as inflation and Fed worries are starting to ease, debt ceiling concerns are poised to intensify. We offer our thoughts on the implications from the latest inflation reading and the debt ceiling standoff in our latest Weekly Market Wrap.

A summary of last week's market highlights and economic news.

05/14/2023

We wouldn't be where we are, or who we are, today without our mothers. Happy Mother's Day!

05/08/2023

This past week, markets were faced with a triple whammy of data: A Federal Reserve interest rate hike, ongoing turmoil in the banking system and a key jobs report for April. After raising interest rates by over 5.0% in just over a year, the Fed may finally be considering a pause in its rate-hiking campaign.

But the long and variable lags of interest rate increases may already be impacting the real economy. Nonetheless, while market volatility remains likely after a nice rally to the start of the year, we do see opportunities forming in both stocks and bonds as the extended bear market period yields to a potential bull market phase by year-end. Learn more on why we think this in our latest Weekly Market Wrap.

A summary of last week's market highlights and economic news.

05/03/2023

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

05/01/2023

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

05/01/2023

The old market adage "sell in May and go away" may have a ring to it, but is it actually valid advice? Unsurprisingly, the answer is no. First, rhymes are not a reliable basis for portfolio decisions. And second, while vacation season is approaching, disciplined investing is a year-round event.

Although the saying relates to the (antiquated) notion that the stock market is weaker during the summer, we don't think seasonal portfolio changes are sensible. Nevertheless, as we turn the calendar to May, recent market moves and historical perspective are informative, offering some additional information on the outlook this year. Check out our latest Weekly Market Wrap.

A summary of last week's market highlights and economic news.