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What happened with Gamestop and several other companies whose stocks went from rags to riches in a matter of days?
Recent events impacting both my clients and my family have prompted me to write this.
As we close out 2018, I realize that the significant US stock market declines during the month of December have concerned most people…
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…
Your Prosperity Picture
Tuesday, May 18
4:00 pm EST
Please join us on May 18 at 4:00 pm EST as author Lisa Kueng presents a great on-line workshop designed to help you envision your financial future.
“Your Prosperity Picture” workshop is designed for women investors – please feel free to share this invite with your friends and family.
Gary Alpert & Associates is excited to host this informative event. Please RSVP to Patty O’Toole at firstname.lastname@example.org by May 14.
Guest Presenter Bio
Lisa Kueng has developed the “Your Prosperity Picture” workshop for women investors, “The New Retirementality” and “T.E.A.M. Dynamics.” She is coauthor of the book, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. *
Lisa is a frequent speaker at industry events and has delivered keynote presentations at hundreds of conferences. Her work has been cited by media outlets including Businessweek, The New York Times, NBC News Philadelphia, NPR’s Marketplace Weekend and Fund Marketing Alert.
* Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality, by Ellen Rogin and Lisa Kueng, published by the Penquin Group (2015)
Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank | May Lose Value | Not Insured by any Federal Government Agency
©2021 Invesco Ltd. All rights reserved invesco.com/ic IGC-KUENG-BIO-1-E 03/21Invesco Distributors, Inc. NA2596
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. Gary Alpert and Associates and IFG Advisory, LLC are separate entities from LPL Financial. Lisa Kueng and Invesco are not affiliated with Gary Alpert and Associates or LPL Financial. Tracking Number 1-05135462.
Happy St. Patrick’s Day!
Teach your kids, when it comes to financial planning and investing, you can’t count on luck!
Tuesday, March 16
Gary Alpert shares his wisdom in a fun presentation for teens and young adults.
Estate Planning Question & Answer
Presented by: Gary Alpert & Associates
We address the top questions we hear about estate plans and why it is so important to have one.
Bernard Kearse and The Kearse Law Firm, PC are not affiliated with or endorsed by LPL Financial, Marathon Financial or Gary Alpert and Associates. Integrated Financial Group, IFG Advisory, LLC, Gary Alpert & Associates, and Marathon Financial Strategies do not provide legal advice.
Tracking Number 1-05102846
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.
© 2021 Gary Alpert & Associates. All rights reserved.