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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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On Thursday, the British people voted to exit the European Union. Hence the term “Brexit.” That vote promptly sent many European stock markets (the United Kingdom France, Italy) tumbling between…Read more.
As newspaper headlines show this morning, the British people voted yesterday to leave the European Union. While the tally was always expected to be close, as late as Wednesday, both…Read more.
Yesterday, the United Kingdom voted to leave the European Union, and today markets around the world suffered for it. In this quick Money Matters Free Form, Wes Moss dives into…Read more.
What’s your definition of “early” retirement? Sixty? Fifty-two? A California couple recently retired in their mid-30s with $1 million in the bank, according to a story in Forbes magazine. That…Read more.
There’s an old saying that “All politics is local,” which means regardless of the scope of the issue – national or global – voters form their opinions and make their…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.