Selling Volatility

Selling volatility is a unique way to enhance portfolio returns.  We have been doing this for years by selling puts in stocks we would want to buy.  The way we accomplish this is fairly simple. We…


Rule #1 Don't Lose Money Rule #2 Don't Forget Rule #1

This may be the most famous of all of the famous Buffett aphorisms. With his dry sense of humor, Buffett Says Rule #1 Don't Lose Money, then he quips, Rule #1 Don't forget rule #1.  One of the things…


Stock Market Performance by President

S&P 500 Performance by President | MacroTrends

Impeachment,Democrats, Republicans- how will it all play out in the markets?  This app by MacroTrends shows you what happened in the past. “History doesn't repeat itself but it often rhymes,” as Mark…


Looking for a Financial Planner? The Go-To Website Often Omits Red Flags - WSJ

Many people seeking a financial adviser begin their search at LetsMakeAPlan.org, a directory operated by the Certified Financial Planner Board of Standards Inc.The Board, which controls the CFP label…


A Financial Plan can Put Your Mind at Ease - or Provide you that Necessary Wake-UP Call

 Your Financial Planning Advocate | Alpha Wealth Funds   Monday the 15th has finally come and gone which means your tax stress is gone too!  Well hopefully, unless you filled IRS Form 4868…