Alpha Pointe Capital

Author name: James S. Gibbons

Unlocking 401(k) Success… 7 Key Metrics for your 401(k) Success

  Unlocking 401(k) Success… 7 Key Metrics for your 401(k) Success   The start of the New Year has been fast and furious. I thought the end-of-year planning and tasks were busy… that was until 2024 came in with a bang! We’re already getting bombarded with requests, and it appears as though many emerging industry …

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Embracing and Expanding Financial Freedom Concepts with a Common Thread…

  Price isn’t the only 401(k) Savings- Your staff’s Time may Produce Greater Savings   Financial freedom is a term that resonates with individuals across the world. But what it is… is different for each of us. In some cases, it evokes dreams of flexibility, security, and a life of abundance (you may see this …

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Price isn’t the only 401(k) Savings- Your staff’s Time may Produce Greater Savings

  Price isn’t the only 401(k) Savings- Your staff’s Time may Produce Greater Savings   I got a call the other day from one of my emerging industries 401(k) prospects. It was from the CFO of a large cyber company in Maryland. They had grown through a couple of federal contracts but also acquired another …

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Know when to hold ‘em, Know when to fold ‘em, know when to walk away, know when to…

Know when to hold ‘em, Know when to fold ‘em, know when to walk away, know when to…    Ah, the classic Kenny Rogers song “The Gambler” seems to be echoing through my head these days. No, I’m not playing more poker nor am I planning for a country music festival. If you’re thinking I’m …

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Diversification vs. Worsification Part 2

On Pointe – Wealth Management Edition Diversification vs. Worsification Part 2 In our last On Pointe Wealth Management titled “Diversification vs. Worsification Part 1” we discussed how portfolios can become “worsified” vs. diversified. We examined how investing in several mutual funds, ETFs, stocks, and SMAs (SMA= Separately Managed Account*) tend to own everything in the market. …

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What’s on Tap for 401(k) Plan Provisions for Growing Emerging Industry Companies in 2024, Part 1

On Pointe – Wealth Management Edition What’s on Tap for 401(k) Plan Provisions for Growing Emerging Industry Companies in 2024, Part 1 What’s on Tap for 401(k) Plan Provisions for Growing Emerging Industry Companies in 2024, Part 1 I was enjoying a frosty beverage at one of my favorite tech organization’s event the other week. …

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