Unlocking 401(k) Success… 7 Key Metrics for your 401(k) Success Here’s a short story… I was talking with a venture capitalist who is creating a new fund for computer software companies (think AI as well). She explained how she has been receiving funds from investors who want to participate in her fund. But […]
You still have your money at a bank? Are you sure? I thought Interest rates are up!?!? Read More »
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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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
Embracing and Expanding Financial Freedom Concepts with a Common Thread… Read More »
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… 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
Know when to hold ‘em, Know when to fold ‘em, know when to walk away, know when to… Read More »
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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On Pointe – Wealth Management Edition Diversification vs. Worsification Part 1 Everyone has heard or at least has been told about diversification. “Don’t put all of your eggs in one basket” is the refrain for spreading your risk within the portfolio. However, here at Alpha Pointe Capital, we see a very different picture of diversification. We’re
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On Pointe – Wealth Management Edition Football and Portfolio Management? How Football Describes an Investment Advisor’s Role in Portfolio Management… I love football. College, and high school, and of course I enjoy watching the pros. Especially the Ravens! What draws me in is the amount of time coordinating the players into plays to achieve certain goals
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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.
