AlphaPointeCap's profile picture. Wealth Management and 401k for Emerging Industries Executives and Companies i.e. Canna, Cyber, Computer Software... Invest in Strength.

Alpha Pointe Capital-James Gibbons

@AlphaPointeCap

Wealth Management and 401k for Emerging Industries Executives and Companies i.e. Canna, Cyber, Computer Software... Invest in Strength.

The market has moods. Your portfolio shouldn’t. Non-correlated investing lets your wealth thrive even when the S&P sneezes. Learn more in this week’s On Pointe WM from Alpha Pointe Capital. Subscribe → mailchi.mp/alphapointecap… #Investing #Finance #AlphaPointeCapital

AlphaPointeCap's tweet image. The market has moods. Your portfolio shouldn’t.

Non-correlated investing lets your wealth thrive even when the S&P sneezes.

Learn more in this week’s On Pointe WM from Alpha Pointe Capital.

Subscribe → mailchi.mp/alphapointecap…

#Investing #Finance #AlphaPointeCapital

Most portfolios move with the S&P 500. That’s fine — until the market drops. In 2022, the S&P fell 19%… and “diversified” portfolios still sank. Correlation is the tide. This week’s On Pointe WM explores non-correlated investing — assets that hum when the market hiccups.…

AlphaPointeCap's tweet image. Most portfolios move with the S&P 500. That’s fine — until the market drops.
 
In 2022, the S&P fell 19%… and “diversified” portfolios still sank. Correlation is the tide.
 
This week’s On Pointe WM explores non-correlated investing — assets that hum when the market hiccups.…

7️⃣ Benchmark your plan now → form.jotform.com/242952560194056 📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM. 👉 Subscribe for free to get this edition and future insights delivered to your inbox: mailchi.mp/alphapointecap… Or benchmark…

AlphaPointeCap's tweet image. 7️⃣ Benchmark your plan now → form.jotform.com/242952560194056
📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM.
👉 Subscribe for free to get this edition and future insights delivered to your inbox: mailchi.mp/alphapointecap…
Or benchmark…

6️⃣ Subscribe to On Pointe 401(k): mailchi.mp/alphapointecap… 📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM. 👉 Subscribe for free to get this edition and future insights delivered to your inbox: Or…

AlphaPointeCap's tweet image. 6️⃣ Subscribe to On Pointe 401(k): mailchi.mp/alphapointecap…
📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM.
👉 Subscribe for free to get this edition and future insights delivered to your inbox: 
Or…

5️⃣ These two levers can save time + thousands in audit costs. 📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM. 👉 Subscribe for free to get this edition and future insights delivered to your inbox: mailchi.mp/alphapointecap… Or…

AlphaPointeCap's tweet image. 5️⃣ These two levers can save time + thousands in audit costs.
📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM.
👉 Subscribe for free to get this edition and future insights delivered to your inbox: mailchi.mp/alphapointecap…
Or…

4️⃣ New 2023 rule: only count participants with balances 💡 Not all eligible employees. 📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM. 👉 Subscribe for free to get this edition and future insights delivered to your inbox:…

AlphaPointeCap's tweet image. 4️⃣ New 2023 rule: only count participants with balances 💡 Not all eligible employees.
📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM.
👉 Subscribe for free to get this edition and future insights delivered to your inbox:…

3️⃣ Use the 80/120 rule → If you start the year with <120 participants, you may file as “small” again. 📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM. 👉 Subscribe for free to get this edition and future insights delivered to…

AlphaPointeCap's tweet image. 3️⃣ Use the 80/120 rule → If you start the year with &amp;lt;120 participants, you may file as “small” again.
📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM.
👉 Subscribe for free to get this edition and future insights delivered to…

2️⃣ Under ERISA, 100 participants = mandatory audit with Form 5500. 📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM. 👉 Subscribe for free to get this edition and future insights delivered to your inbox: mailchi.mp/alphapointecap…

AlphaPointeCap's tweet image. 2️⃣ Under ERISA, 100 participants = mandatory audit with Form 5500.
📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM.
👉 Subscribe for free to get this edition and future insights delivered to your inbox: mailchi.mp/alphapointecap……

1️⃣ Scaling fast? A surprise you don’t want → a 401(k) audit. It can cost $10k +. 📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM. 👉 Subscribe for free to get this edition and future insights delivered to your inbox:…

AlphaPointeCap's tweet image. 1️⃣ Scaling fast? A surprise you don’t want → a 401(k) audit. It can cost $10k +.
📈 Read how we’re helping clients avoid audit creep and refocus capital on product, talent, and GTM.
👉 Subscribe for free to get this edition and future insights delivered to your inbox:…

Family wealth is more than numbers—it’s a transfer of values, vision, and stewardship. Learn how to create your family charter, define values-based capital access, and align innovation with legacy. 👉 Subscribe today: mailchi.mp/alphapointecap…

AlphaPointeCap's tweet image. Family wealth is more than numbers—it’s a transfer of values, vision, and stewardship.
 
Learn how to create your family charter, define values-based capital access, and align innovation with legacy.
 
 👉 Subscribe today: mailchi.mp/alphapointecap…

Wait a minute…. ‘48% of family wealth have no succession plan. 42% lack formal governance. — KPMG 2023' Nearly half of wealthy families have no plan for who leads next. You wouldn’t run a $50M business without structure—so why do families with $5M, $10M,or $50M in assets try?…

AlphaPointeCap's tweet image. Wait a minute…. ‘48% of family wealth have no succession plan. 42% lack formal governance. — KPMG 2023&apos;

Nearly half of wealthy families have no plan for who leads next. 

You wouldn’t run a $50M business without structure—so why do families with $5M, $10M,or $50M in assets try?…

“One of the greatest challenges to long-term wealth isn’t market volatility—it’s family dynamics.” As high-earning tech leaders, we build systems to optimize code, capital, and companies. But how often do we optimize our family’s wealth communication, trust, and governance?…

AlphaPointeCap's tweet image. “One of the greatest challenges to long-term wealth isn’t market volatility—it’s family dynamics.”
 
As high-earning tech leaders, we build systems to optimize code, capital, and companies.
But how often do we optimize our family’s wealth communication, trust, and governance?…

Looking forward to checking out the new Cyber Range at Anne Arundel Community College, glad to have this for AACC students & our tech/cyber businesses! Roll on!

AlphaPointeCap's tweet image. Looking forward to checking out the new Cyber Range at Anne Arundel Community College, glad to have this for AACC students &amp;amp; our tech/cyber businesses! Roll on!

If you’re a Federal Employee contemplating a transition from Government work, stop scrolling.... Ease your mind and learn how to avoid taxes and penalties with this TSP Rollover Webinar Register here alphapointecap.com/thrift-savings…


Control what you can Control... much easier said than done. At Alpha Pointe Capital, we talk to founders and executives in the tech industry who have to live by this maxim daily. Now Federal Employees are finding similar confusion over their futures. To address the new and…

AlphaPointeCap's tweet image. Control what you can Control... much easier said than done.

At Alpha Pointe Capital, we talk to founders and executives in the tech industry who have to live by this maxim daily.

Now Federal Employees are finding similar confusion over their futures.

To address the new and…

Checkout this excellent list from @Codie_Sanchez There are a lot of action items...

Business lessons after 15 years:

Codie_Sanchez's tweet image. Business lessons after 15 years:


ChesaPitch Alert! The ChesaPitch Founders did an excellent job pitching to our judges and audience their visions and solutions. And… The Winners of ChesaPitch #2 are SinuStim, founded by Sandhya Tiku and Oriol Cuxart Pérez, and Uplingllc, founded by Colin Fraser. Both will…

AlphaPointeCap's tweet image. ChesaPitch Alert!

The ChesaPitch Founders did an excellent job pitching to our judges and audience their visions and solutions.

And… The Winners of ChesaPitch #2 are SinuStim, founded by Sandhya Tiku and Oriol Cuxart Pérez, and Uplingllc, founded by Colin Fraser.

Both will…
AlphaPointeCap's tweet image. ChesaPitch Alert!

The ChesaPitch Founders did an excellent job pitching to our judges and audience their visions and solutions.

And… The Winners of ChesaPitch #2 are SinuStim, founded by Sandhya Tiku and Oriol Cuxart Pérez, and Uplingllc, founded by Colin Fraser.

Both will…
AlphaPointeCap's tweet image. ChesaPitch Alert!

The ChesaPitch Founders did an excellent job pitching to our judges and audience their visions and solutions.

And… The Winners of ChesaPitch #2 are SinuStim, founded by Sandhya Tiku and Oriol Cuxart Pérez, and Uplingllc, founded by Colin Fraser.

Both will…
AlphaPointeCap's tweet image. ChesaPitch Alert!

The ChesaPitch Founders did an excellent job pitching to our judges and audience their visions and solutions.

And… The Winners of ChesaPitch #2 are SinuStim, founded by Sandhya Tiku and Oriol Cuxart Pérez, and Uplingllc, founded by Colin Fraser.

Both will…

Last call for ChesaPitch! See the top 2 presenters move on for the ChesaPitch of Champions on Nov 20 to join our March winner and runner-up Sonogen Medical and CarrTech Corporation... Registrations are still open, but not for long! members.mdtechcouncil.com/calendar/Detai… Meet your ChesaPitch…

AlphaPointeCap's tweet image. Last call for ChesaPitch! See the top 2 presenters move on for the ChesaPitch of Champions on Nov 20 to join our March winner and runner-up Sonogen Medical and CarrTech Corporation... Registrations are still open, but not for long!

members.mdtechcouncil.com/calendar/Detai…

Meet your ChesaPitch…

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