- Your Wealth Radio
e 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.
Fidelity won approval to launch their much anticipated incursion into the ETF arena last week. Matt Reiner commented in Barrons.com concerning the new launch.Read more...
The winner of Saturday's Powerball jackpot stands to walk away with hundreds of millions of dollars. But in an interview with USA Today, Wes Moss says lottery winners often make unwise spending and investing decisions.Read more...
In an article posted by ETF Trends, Mitch Reiner advises as to what to look for when partaking in commission-free ETFs.Commission-free ETFs are a popular trend for investors as money managers have partnered with online brokerages in an effort to offer these ETFs in attempts to bolster a larger following among retail investors.Read more...
ETF Database outlines 20 of the most interesting quotes about the ETF industry. CIA’s Matt Reiner weighs in as pack leader in the top half of industry experts cited.Read more...
Closed-end stock funds are finding their potential with veteran investors who see their current average discounts as an opportunity. In an article from Fidelity.com, the potential of closed-end funds are explored for their new potential as higher yielding options. CIA's Mitch Reiner comments on their potential and their risks.Read more...
Matt Reiner, CIO of Wela Strategies, sister company of CIA, featured in Barron’s magazine.
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.
Learn More »
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.
Learn More »
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.
Learn More »