Woodstock Advisor Helps Set & Maintain Financial Strategies
Financial planner Gary Alpert has made Woodstock home for him, his wife Wendy Helen and their pups, Chloe and Skeeter. “I am a member of the Woodstock Rotary Club and really enjoy giving back to the community,” Gary said. “Wendy Helen and I enjoy supporting various local charities and participating in the business community. We […]
A Change in Our Brand and Planning in Early Phases of Retirement
In advance of our second client story, I wanted to announce a small change to our brand. In addition to the great ideas I get from our fantastic team, I get several from my wonderful wife. Wendy Helen indicated that she liked the name Gary Alpert & Associates, but that the name made it […]
Client Stories – Examples of How We Can Help
I like to share brief descriptions of ways in which we have helped individuals and families make great financial decisions. You may be in touch with others that face similar situations. Our motto is “we can help you with that.” We will collaborate with you on any financial decision you make, engaging other subject […]
Lessons Learned From the First Female Thunderbird Pilot
Recently, I attended a continuing education conference in Nashville. The keynote speaker was Nicole Malachowski, a retired US Air Force officer and the first ever female pilot to fly as part of the Air Force Thunderbirds squadron. I love gutsy people! Beyond opening the door of opportunity for women to fly for elite […]
Dealing with Known Unknowns
I don’t think anybody would have guessed a few months ago that we would be witnessing such a tragic sequence of world events. These events will cause a range of emotions along with concerns about how our long-term financial well-being will be impacted. There is no financial plan that is bullet-proof, but there is […]
The Danger of Chasing the Holy Grail
During a period when most investments have lost value, it is common for investors to seek out the few assets that are performing well and then gravitate their portfolio towards these. I think this is particularly the case in an inflationary environment where any negative performance feels particularly painful. When your portfolio is […]
Bonds are the Ghost of Christmas Future
The US Federal Reserve has started to raise interest rates to combat inflation. The expectation is that they will continue to raise interest rates throughout the year and that these increases may be significant. Investors are concerned that these interest rate increases will hurt traditional bonds. However, the worst of the damage may already […]
The Gamestop Battlefield
What happened with Gamestop and several other companies whose stocks went from rags to riches in a matter of days? Is this the battle where individual investors fight the good fight against evil hedge funds? Unfortunately, that may not be the case. As with any brutal war, the longer it goes, the more the […]
Please Beware of the Romance Scam!
Recent events impacting both my clients and my family have prompted me to write this. We have such wonderful technology that allows us to connect with one another in so many ways. However, this same technology has been weaponized by criminal networks whose goal is to exploit our most basic human need, the need […]
Current Market Conditions
As we close out 2018, I realize that the significant US stock market declines during the month of December have concerned most people. It is a reminder that investing money is a very serious business and that there are no cookie-cutter investment solutions that work for everyone. Each person has their own investment time […]
