Articles
CIA Announces the Retirement Calculator
In recent weeks, we rolled out a retirement calculator to help people like you — individuals seeking smart investment options and planning ahead for retirement.
3 Excellent ETFs to Explore
Each Sunday on Money Matters, our Chief Investment Strategist Wes Moss shares an ETF of the Week. The ETF of the week is an ETF
REIT Investments: How to Do It
In previous articles, we’ve discussed the impact that REITs can have on investing. Here are three tips that will give you some guidance if you
Is Now the Best time To Sell?
The market kicked off in 2013 with a major uptick and it wasn’t until late May that we really saw a big impact on the
Performance in a Rising Rate Environment
With all the fluctuations associated with the markets over the past few weeks, we wanted to address this. This is a rare time where the
The Market Goes Up, Up, Up
The Dow has continually had its uptick, reaching a record high of 15,000. And every week, as the markets move higher, more people begin to
The Capital Source – Second Quarter 2013
Each quarter, our Investment Committee sends out a newsletter to clients with topics of interest to the investment community. Our 2nd Quarter newsletter includes updates
IRA Contribution Limits
Here’s our quick reminder about IRA Contribution Limits for 2013: IRA Age 49 and below: $5,500 Age 50 and above: $6,500 401k Age 49 and
Our Quarterly Recap
Here’s a quick summary of the markets in our quarterly recap for Q1 2013. What Lies Ahead? The first quarter of 2013 was a continuation
U.S. Investing Outlook
One question we often get from our clients and radio listeners is what markets to invest in from a global perspective. Despite the fact that
Be Aware of The Big Easy
The Big Easy. While at the Barron’s Conference in early March, our team payed close attention to this theme. What is The Big Easy? It’s
The Resurgence of Capex Spending
One of the underlying themes for this year is resurgence in capex spending. This would provide markets with a tailwind. This would lead to businesses
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