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Posts by basilschmitz

New Year, New Adventures!

By basilschmitz | February 10, 2026

Howdy Alpha family! I want to tell you all about the fun and big things that happened to me lately because I am SUCH a big girl now! High-Five, I’m…

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2026 Market Commentary – Find the Balance Danielsan!

By basilschmitz | February 10, 2026

Written by: Aaron Simpson | February 10th, 2026 As I sit and type in my office, it’s 4 degrees Fahrenheit outside! Since we’ve been limited to more indoor activities of…

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Recent Posts

  • New Year, New Adventures!
  • 2026 Market Commentary – Find the Balance Danielsan!
  • Feeling (almost) Fabulously Five!
  • 2025 Market Commentary – Control What You Can Control
  • Different Types of Taxation in Retirement

Recent Comments

  1. Devon Simpson on Hello Alpha Family, I’m Back!
  2. Janet Sparker on Happy Summer Y’All!
  3. Maria on Boo! I’m Two!
  4. TERRY NAWROCKI on Boo! I’m Two!
  5. Maria on Happy Summer Y’All!
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MENU
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  • About +
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Part 2A Appendix 1

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Alpha Planning’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Alpha Planning, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Alpha Planning’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Alpha Planning, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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