Archives for Alpha Gamma Wealth News

Riding the Rockies Marketing Update April 6, 2020

Our long term clients (some, for more than 25 years) know that I am an “optimistic realist.” I suspect that over the years, I’ve evolved a bit less along the “optimistic” side to be a bit more “realistic” but that is, I suspect, the long term developmental process for most optimists.
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First Quarter, 2020 Commentary

The first quarter of 2020 was one of the most volatile in the history of the capital markets.  No asset class was spared as a result of the Corona Virus which swept across the global population and its economies with “Blitzkrieg” speed, toppling people, businesses, the capital markets, and economies.  It was an historic quarter in so many ways.
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On Being Thankful All Year Long

Thanksgiving is one of America’s beloved holidays, and it’s a time when we gather together with family and friends to enjoy a communal feast. And at Alpha Beta Gamma Wealth Management, we like to expand even more than our waistlines when it comes to thankfulness! Many traditions encourage us to be thankful, and we like to take the approach of thankfulness all year long. Here is a partial list of things we are thankful for: We are thankful for our incredible clients; we are so privileged to help them grow and protect their wealth through the years leading up to
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What You Should Know About Life Insurance

September is Life Insurance Awareness Month, and thus the focus of this month’s blog post. Here are some of the things you should know about life insurance:   Life insurance is a contract. A life insurance policy is basically a contract between you and an insurance company. As with any contract, the terms and conditions should be examined carefully before signing. With a life insurance policy, a trusted financial advisor can help you understand the fine print and compare between different policies to help find the right coverage for the most economical premium.   There are four parties to a
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Listen to Curt Lyman’s Latest Podcast Appearance

PODCAST: “Money and Politics” July 13, 2019                 Here are some of the points made by Curt Lyman on the show:   The stock market is hot. The economy is good. Building and construction is occurring all over the nation. Housing inventory is low/in short supply. The sense of consumer confidence is driving this economy to new heights. Taxes are driving behavior—the Trump Administration implemented tax changes for people who are willing to take risks and invest. In terms of interest rates and the Fed, there is pressure from president to reduce rates
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Curt Lyman Guest Speaker on “Money and Politics in Delaware” Podcast.

On November 17, 2018, Curtis Lyman, CEO and CIO of Alpha Beta Gamma Wealth Management in Palm Beach Gardens, Florida, was featured on the podcast, “Money and Politics in Delaware” to discuss his views on the current stock market and economy. October was a volatile month for stocks—the single most volatile month since the infamous October of 2008. Curt says, “We think that the economic lights are primarily green, but there are a couple of yellow caution indicators.” He feels that U.S. stocks may have reached an apex; it might be time to diversify internationally and look at sectors that
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Introducing Our Newest Team Members

Alpha Beta Gamma Wealth Management is expanding to better serve our clients. Meet our two newest team members!   Raquel Bencosme has joined Alpha Beta Gamma Wealth Management with a focus on providing first-class service to our clients. She handles account openings and account maintenance, manages special projects and coordinates all of our firm’s mass email communications. Raquel is available to handle service requests from 9 am to 1 pm daily. A licensed life agent in the state of Florida, Raquel has a degree in business administration management and is experienced in the areas of management, operations, procurement and training.
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