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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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Despite the fierce political environment in Washington, Wall Street (and Main Street) have had a solid 2017 so far. In recent weeks, all three major stock indexes have scored record…Read more.
No retirement plan is complete without considering Social Security benefits. The biggest decision retirees have when planning around this monthly check is when to enroll. As with most questions in…Read more.
Recently, comedian Will Ferrell and Internet entrepreneur Mark Zuckerberg received honorary doctorate degrees from their respective alma maters. In addition to recognizing the two’s accomplishments, the bestowal of the degrees…Read more.
Hard to believe that just two decades ago, when current college students were in diapers, there was no Amazon. Now it’s an integral part of the economy. Amazon ushered in massive…Read more.
For the past several years, the number of family caregivers providing at-home support for an aging individual has been on the rise. Today, many elderly persons who wish to age-in-place…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.