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We focus exclusively on investment management and specialize in income-oriented investing. We’re not “active traders,” we’re active managers of your wealth. Our philosophy is to provide personalized investment management to meet long-term goals in a style that considers all client objectives and expectations. Our strategy for you will be carefully crafted to fit your unique circumstances. Wherever you want your money to take you, the multi-faceted CIA professional staff will use its expertise in investments, taxes, real estate and small business operations to help you get there. Interested in getting started? Click here to schedule your consultation.
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One of my favorite New Yorker cartoons shows a government official handing a document to a subordinate. The caption reads, “Good stuff, Chip. Now, smarten up and dumb it down.”…Read more.
As an investment advisor, one of my most important roles is to educate folks about the facts and fictions of investing. I recently received an email from a radio listener…Read more.
A lot of folks think of retirement as black and white – you’re either still working or you’re retired. Once the final whistle blows and we’re off starting our post-career…Read more.
Maybe your grandmother lectured you about the importance of stick-to-it-ness. Turns out, she was right. What exactly did she mean? The word is grit. There’s a quote from psychologist and…Read more.
Asking a financial advisor to name his favorite investment is like asking someone to tell you their favorite flavor of ice cream. We’ll say that every asset class (well, nearly…Read more.
You might need to consolidate multiple 401(k) plans into a managed IRA to achieve your personal goals. You may also reposition your investments from growth stocks into income investments, real estate or dividend stocks.
You may need to generate income from investments and have a personalized equity portfolio that reflects retirement cash flow needs while also considering growth to counter the effects of inflation.
You may need supervision and management of your firm's SEP, 401(k) or profit sharing plans, or guidance on selling your business and retiring.