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 […]
Why Diversify?
I tried skeet shooting for the first and only time about 8 years ago. I missed every moving clay target! It got to the point where the instructor put the clay targets on the grass so I could shoot them while they were not moving. Everyone cheered me when I finally hit one (20 […]
The Other Iraq
I just returned from a visit to the Kurdish region of Iraq. While the Kurdish region is close to some troubled areas of Iraq, it is quite distinct and separate from them. Iraqi Kurdistan, as the region is commonly called, is a very safe travel destination if you are a part of a […]
A Note on Recent Market Volatility
I am sure that a lot of you have been inundated by news headlines and media reports related to recent volatility in the stock market. Rather than selecting from a variety of third-party discussion pieces on this matter, I wanted to give you my opinion while reiterating the investment philosophy of my company. A VOICE […]
Your Portfolio’s Honeymoon Phase
Most of us are familiar with the honeymoon phase of a relationship; those first 6 months (or so) when you are positive that you’ve met your handsome prince or your beautiful princess. Then reality kicks in. It is only during periods of adversity that you know for sure whether your Dr. Jekyll is […]
Regarding the Equifax Breach
We are always receiving reminders that the same technologies which make our lives more convenient also expose us to new dangers. The recent Equifax breach is one of those reminders. I wanted to send a note to each of you that underscores how seriously both myself and LPL take the security of your personal […]
Questions We Help Our Clients Answer
There are many ways a financial planner adds value to their relationship with clients. At Gary Alpert & Associates, we are always available for you. Some of the questions we help our clients answer include: 1. Should l refinance my mortgage again? 2. Should l lease or buy a car? 3. Do l need […]
Why I Went to Côte d’Ivoire
A little over a month ago, I traveled to Côte d’Ivoire. Formerly known as Ivory Coast (its name was legally changed to its French translation), it is a country on the west coast of Africa near the equator. That place was hot! In most cities, the daily temperature was over 100 degrees Fahrenheit and […]
