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 …
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 …
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. …
On Pointe – Wealth Management Edition Emerging Industry Growth… Think AI but some others you may not have thought of. Here at Alpha Pointe Capital, we love Emerging Industries for a lot of reasons. But mainly it’s the innovations that keep our attention. This On Pointe WM will be a little different as we share …
Emerging Industry Growth… Think AI but some others you may not have thought of. Read More »
On Pointe – Wealth Management Edition Waiting for a pullback… I’ve heard this Story before! As you can imagine we talk to a lot of different people regarding the markets. We talk to traders, investors, fund managers, retirees, beginners, and many in the emerging industries. The one common thread is everyone seems to have their opinion. …
Waiting for a pullback… I’ve heard this Story before! Read More »
On Pointe – Wealth Management Edition You can Follow a Recipe but You Still Need your Senses…. My wife can cook. She’s the daughter of an Italian American. Her mother carried on the “homeland” traditions of cooking. These recipes had been passed down for generations and made from scratch. For dietary reasons, our family has switched …
You can Follow a Recipe but You Still Need your Senses…. Read More »
On Pointe – 401(k) Edition 401k!?!? Why bother… I’m going to be selling my company anyway! 3 Reasons to consider 401(k) even when you’re selling… I was enjoying a steak dinner with my new attorney friend in Denver. Tons to talk about but we had an interesting exchange… first some background. We both were attending a …
On Pointe – Wealth Management Edition Planning a Summer Vacation for your Portfolio… 4 Summertime Portfolio Planning Activities! While we may be focusing on prepping our homes for the warm (or hot!) summer months ahead there is a sense of anticipation. Perhaps thinking of what might be ahead for us with the likelihood of summer …
On Pointe – 401(k) Edition Why is the SIMPLE IRA not so Simple? Why is the SIMPLE IRA not so Simple? Just try converting to a 401(k)… 3 reasons to consider a change AND why conversions aren’t so simple! Yes, I’m biased when it comes to retirement plans. The 401(k) does seem to fit the bill …
On Pointe – Wealth Management Edition How to Plan for Retirement in your 50s… 6 things to consider as you get nearer to retirement. Ah, the milestone birthdays… Now they tend to be round numbers instead of the “coming of age” birthdays. A big day like turning 16 and being able to drive. Your 18th birthday …
