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120 Stony Point Road
Suite 215
Santa Rosa, CA 95401

707.524.7523
mattf@alphawmp.com

350 Ignacio Boulevard
Suite 105
Novato, CA 94949

415.506.4569
andreij@alphawmp.com

Blog

Wednesday, May 17, 2017

That’s the most common question I have been getting recently. For those of you who haven’t ask it yet, my answer has been… “it depends on earnings.” Now, that’s a somewhat flip, simple answer and...

 

Friday, May 5, 2017

April 17, 2017 I’m on a mission. I’m on a mission to help create a healthy relationship with your money and to use it to create the life you want. It started for me at an early age. I remember my mom taking to the bank...

 

Thursday, April 6, 2017

Great article and advice. Many times we are stuck and do not where to begin. It all starts with an evaluation of your current situation. Check out the article for other practical tips to help you begin to move forward financially....

 

Friday, March 31, 2017

"Enabling Women to create the security they need for retiring in the style they want" 7 simple tips to get you started http://www.marketwatch.com/story/retirement-checklist-for-women-7-simple-tips-to-get-you-started-2017-02-07

 

Friday, March 24, 2017

Check out some of Branson's favorite quotes. Which one is your favorite? My favorite is the quote from Maria Robinson... https://www.entrepreneur.com/article/291056

 

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Friday, March 10, 2017

4 Reasons You Should Let Your Wife Do the Investing http://www.investmentzen.com/blog/4-reasons-you-should-let-your-wife-do-the-investing/

 

Saturday, February 25, 2017

This year, how many successful women will plan to take the huge step forward financially? Might you be one of them? Might this be the year you create or improve your plan to save for retirement, invest, and build wealth? Every March 8,...

 

Monday, January 30, 2017

A new administration, a strengthening economy, a shift in interest rates and other factors could bring plenty of changes in 2017. Here are five trends that might affect the financial landscape and your pocketbook: Income-tax reform If...

 

Monday, December 19, 2016

There are several actions you can take now that will help secure your financial future regardless of how the next presidency plays out. (ISTOCKPHOTO) Investing hard-earned money can cause investors' emotions to run high, often...

 

Wednesday, November 30, 2016

You don't have infinite money. Spend it on stuff that research says makes you happy. Most people are in the pursuit of happiness. There are economists who think happiness is the best indicator of the health of a society. We know that...

 

Friday, October 7, 2016

67% of workers plan to work for pay during retirement, not out of necessity. http://www.fmgcontent.com/resource-center/retirement/retirement-redefined

 

Friday, September 23, 2016

Smart Financial Moves in Your 20s, 30s, 40s & 50s What might you think of doing when? Provided by «representativename» If you had a timeline of the financial steps you should probably take in life, what would it look like?...

 

Thursday, September 8, 2016

The early years of retirement give you a window of opportunity to trim your lifetime tax bill.

 

Monday, July 18, 2016

THE MONTH IN BRIEF In June, an overseas referendum affected American stocks more than any domestic event. The United Kingdom unexpectedly voted to leave the European Union, and news of the Brexit rocked financial markets worldwide....

 

Friday, June 24, 2016

The Brexit Shakes Global Markets A worldwide selloff occurs after the United Kingdom votes to leave the European Union. Provided by Andrei Jigalin, CFP® A wave of anxiety hit Wall Street Friday morning. Thursday night, the United...

 

Tuesday, May 31, 2016

Most Americans are filled with regrets — financial regrets. Fully three in four, in fact, admit they harbor financial regrets, according to a survey of more then 1,000 people. Their biggest regret: not saving for retirement early...

 

Thursday, April 28, 2016

Use this simple financial health checklist For lots of people, it’s hard to think of anything less enjoyable than taking stock of their finances. From monthly bills to saving for retirement, spending brain power on these...

 

Friday, March 25, 2016

The term “fiduciary” gets used a lot these days; sometimes, we suspect, without a true understanding of what the term means and how fiduciary responsibility applies to our industry. It’s a corner of the financial...

 

Tuesday, February 23, 2016

The Social Security Administration finally issued an emergency message late Thursday night detailing new rules that wipe out the file-and-suspend claiming strategy for future retirees. Anyone who is 66 or older and submits a request to...

 

Tuesday, February 16, 2016

Start early As the old saying goes: The early bird catches the worm…or, in this case, gets to retire in style. The sooner you put your money to work, the more time it has to grow. Earning a paycheck, whether you are...

 

Tuesday, February 2, 2016

Scammers are working overtime trying to get your money in a continuing phone scam. The Internal Revenue Service reports sophisticated IRS impostors are calling people and demanding immediate payment. In some cases they're also...

 

Thursday, January 28, 2016

Plan accordingly to prevent the financial fallout most endure during the "Gray Divorce." Between 1990 and 2010, the rate of individuals over age 50 who become newly divorced in a year doubled to more than 10 people affected per 1,000...

 

Friday, January 15, 2016

We’ve all been there before: You wake up in the middle of the night, and while you try to get back to sleep, your mind veers to the topic of money. Before you know it, you’re in a full-blown 2am panic during which you lose sleep and...

 

Tuesday, December 8, 2015

Almost all retirees will have to get by with less money. Suggestions ranging from trimming the fat and downsizing, to taking advantage of lower tax rates and relocating. According to the Social Security Administration, the median...

 

Friday, October 30, 2015

Congressional budget deal provision could affect current and future retirees. The week, the House worked out a budget and it was passed through the Senate at 3 o'clock this morning. President Obama is also expected to sign it into law...

 

Wednesday, August 26, 2015

Maybe it's time to look at ways to smooth the turbulence in your portfolio. Maybe it’s time to select a portfolio manager. In this stock market,...

 

Monday, July 27, 2015

LPL Financial is wading gingerly into the burgeoning automated investment management business, commonly dubbed the robo-adviser. Dan Arnold, LPL's president, said the firm was launching a robo-adviser pilot program over the next two...

 

Friday, July 17, 2015

Avoid Medicare Enrollment MistakesMistakes made during initial Medicare enrollment can be costly.Someone with on-the-job health care coverage who enrolls at age 65 may be paying Medicare premiums unnecessarily. Even worse, retirees who...

 

Monday, July 13, 2015

What Is Financial Planning?Financial planning is the process of:Understanding your financial goals; knowing when you will need to use your money, and what you will be using it for. Then laying out a plan of action with specific steps...

 

Monday, July 6, 2015

Alpha Wealth Management Presents: MONTHLY ECONOMIC UPDATE MONTHLY QUOTE “There is nothing new under the sun, but there are lots of old things we don’t know.” –...

 

Thursday, July 2, 2015

As we approach the 4th of July, it’s important to remember why we celebrate Independence Day, and how important our freedom is. We are fortunate to live in liberty, but often we lose...

 

Thursday, June 18, 2015

The Federal Open Market Committee (FOMC) upgraded its assessment of the U.S. economy in its...

 

Wednesday, May 13, 2015

Find your perfect financial planner: what to look for before and after choosing one It’s important to understand what you can expect in a financial planner. Here are some key traits to look for when selecting your Financial...

 

Wednesday, February 25, 2015

Key Takeaways From Yellen’s Testimony Takeaway #1: “Patient” will likely be removed from the March FOMC StatementThe reason I know this is because Yellen specifically said in her prepared comments yesterday that once “forward guidance”...

 

Monday, January 12, 2015

What’s Fueling the Drop in Oil Prices? How long will it last? Who wins & loses from it? Provided by Andrei Jigalin On the New York Mercantile Exchange, a barrel of light sweet crude is...

 

Wednesday, December 17, 2014

Click the Link Below to Read About the Global Economy, Markets, and Central Banks!2015 Market Outlook

 

Monday, November 17, 2014

How Women Are Planning Their Financial Futures From assorted survey data, an interesting snapshot emerges. Provided by Alpha Wealth Management and Planning Women are taking action to...

 

Thursday, November 6, 2014

We are pleased to announce that Mitchell Marriott has joined Alpha Wealth Management and Planning, LLC in Marin County, California. Mitchell has made the step of moving to full independence and brings with him over 16 years of...

 

Thursday, October 23, 2014

Four Words You Shouldn’t Believe These are the words that make investors irrational. Provided by Alpha Wealth Management and Planning “This time is different.” Beware those four little words. They are perhaps the most...

 

Thursday, October 9, 2014

Should You Buy the Dips? Market retreats & corrections may herald opportunities. Provided by Andrei Jigalin When stocks retreat, should you pick up some shares? If you like to buy and hold, it may turn out to be a great move....

 

Thursday, September 25, 2014

 

Thursday, August 7, 2014

Alpha Wealth Management and Planning Presents: MONTHLY ECONOMIC UPDATE MONTHLY QUOTE “For one human being to love another; that is perhaps the most difficult of all our tasks, the ultimate, the last test and proof, the work for which...

 

Thursday, July 17, 2014

LPL Financials 2014 Mid-Year Outlook

 

Monday, July 7, 2014

Alpha Wealth Management and Planning Presents: MONTHLY ECONOMIC UPDATE MONTHLY QUOTE “If we are to learn to improve the quality of the decisions we make, we need to accept the mysterious nature of our snap judgments.” – Malcolm...

 

Monday, June 30, 2014

Dear Clients and Friends, All across our great country, families and friends are anticipating the Fourth of July - the long weekend, the travel and adventure, the fireworks shows and fun. There is also a deeper meaning to the holiday,...

 

Friday, June 13, 2014

June 13, 2014 We’re officially half-way through 2014! It’s hard to believe how fast time flies - another school year is wrapping up and summer is upon us. The enticing fun and sun of summer, although enjoyable, can make it even more...

 

Wednesday, June 4, 2014

Economists aren’t alarmed. Investors shouldn’t be either. Provided by Andrei Jigalin, CFP® Blame it on winter, not the consumer. The second estimate of first-quarter growth arrived on May 29, and according to the Bureau...

 

Thursday, May 29, 2014

Great article on ideas and tips to help you live an organized, simpler life at work and home. Click the Link below to view the article. Identity Protection through Organization

 

Tuesday, May 27, 2014

Alpha Wealth Management and Planning Presents: MONTHLY ECONOMIC UPDATE MONTHLY QUOTE “So many of our dreams at first seem impossible, then they seem improbable, and then, when we summon the will, they soon become inevitable.” –...

 

Wednesday, April 30, 2014

Andrei Jigalin, CFP® Presents: MONTHLY ECONOMIC UPDATE MONTHLY QUOTE “That which seems the height of absurdity in one generation often becomes the height of wisdom in the next.” – John Stuart Mill MONTHLY TIP Every dollar you...

 

Friday, April 25, 2014

When it comes to negotiating a divorce, many couples give relatively little attention to retirement and investment accounts—seeing them as pots of money that can be simply split in two.That's often a mistake.Accounts and their contents...

 

Tuesday, April 15, 2014

There has been substantial coverage of the Heartbleed Security Bug in the news recently. This security vulnerability affects one particular implementation of Secure Sockets Layer (SSL) protocol called OpenSSL and could permit an...

 

Monday, March 10, 2014

I attached a link to an article regarding the budget proposal and Social Security. One sentence in the budget states "the budget proposes to eliminate aggressive Social Security-claiming strategies, which allow upper-income...

 

Thursday, February 13, 2014

Andrei Jigalin Recognized as a Top Financial Advisor By LPL Financial Novato, California February 12, 2014 Andrei Jigalin, an independent financial advisor at Alpha Wealth Management and Planning, LLC in Novato, California...

 

Tuesday, February 11, 2014

Here is a great video on how to find a Financial Advisor or Financial Planner!

 

Thursday, December 19, 2013

December 19, 2013 Dear Valued Investor: A farming almanac is an annual publication containing a guide for the coming year and a forecast of the times and statistics of events and phenomena important to growing. Farmers' almanacs have...

 

Wednesday, October 9, 2013

Dear Valued Investor, The United States and Iran have been opening up new channels to communicate and negotiate, punctuated by a phone call this week between the U.S. and Iranian Presidents, after many years of a standoff. Ironically,...

 

Wednesday, September 11, 2013

One Time Verification Process Introducing the New LPL Account View We are excited to invite you to gain access to the new Account View site on September 9th, 2013. Based on state-of-the-art technology, the new Account View offers an...

 

Tuesday, September 10, 2013

September 10, 2013 It’s hard to believe that summer is wrapping up. I wanted to reach out and take a few minutes to update you on what Alpha Wealth Management and Planning has been up to this summer. I had the great opportunity to go...