Alpha Updates

Alpha Cubed Investments is pleased to announce that Morgan Evans has joined Alpha Cubed Investments as a Portfolio Analyst. Morgan graduated with the highest honors, summa cum laude, from the University of San Diego. There, she earned a Bachelor of Arts in economics, while showcasing her passion for learning by pursuing minors in computer science … Continued

Alpha Cubed Investments recently participated in the American Heart Association’s 2023 Orange County Heart and Stroke Walk. ACI is committed to giving back to the community, and we are proud to participate in the annual Heart and Stroke Walk, which was at Angel Stadium this year. This event not only raises awareness about the importance … Continued

Lessons from the inflation battle of the early 1980s. When the markets are in a bear phase, “expert” predictions about the ultimate low start flying fast and furious. Every market analyst wants to be seen as the “genius” who figured it out so they can crow about it for the next decade—no matter how many … Continued

Our CEO, Todd Walsh, made an appearance on Cheddar News with host Kristen Scholer right after the closing bell on Monday. Cheddar News streams live content from the New York Stock Exchange trading floor daily, targeting a primarily millennial audience. Alpha Cubed Investments has a strong commitment to empowering younger investors to learn more about the … Continued

Alpha Cubed Investments was recently quoted in Forbes. Please click on the link to see the full article along with our commentary about positioning your portfolio for 2023. (Click to see the full article)  

We are excited to share our appearance yesterday on TD Ameritrade Network’s The Watch List with Nicole Petallides to go over expectations for the Federal Reserve announcement on interest rates this Wednesday. Our CEO, Todd R. Walsh, covered a broad range of topics, including rate expectations, market action, and what to expect for 2023. Please … Continued

There are always a myriad of factors affecting the markets. We look at unemployment, GDP, corporate earnings, and scores of other metrics to help tease out the direction of the next major market move. Right now, inflation is the 10,000-pound elephant in the room, and China reopening after reversing their “COVID-Zero” policy, along with the … Continued

Alpha Cubed Investments, a registered investment advisory specializing in managing investment portfolios for high-net-worth individuals, is pleased to announce that Chris Bougeokles, CFP®, CIMA®, has joined Alpha Cubed Investments as a Wealth Manager, Vice President. Chris has worked in the financial services industry for over 15 years helping clients achieve their financial goals. Chris is … Continued

The Federal Open Market Committee (FOMC) came out with its latest policy decision yesterday, and as the market expected, the committee hiked its benchmark rate by another 75 basis points, making this the fourth consecutive hike of that magnitude. More interestingly, though, this announcement was widely anticipated to be a potential pivot point to a … Continued

Todd R. Walsh first stepped onto the floor of the New York Stock Exchange as a young trainee in 1986. He was thrilled to be invited back 36 years later to provide guidance and commentary on the stock market and the volatility we are seeing today! Please click the link to see our interview on … Continued