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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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Ah, the new year. Time to look forward, think strategically and make (or revise) your investment plans — both long- and short-term.So, where are the markets headed in 2017 and…Read more.
As 2016 ends and 2017 is upon us, it’s time to start thinking about taxes. Below are a few reminders as we near the tax filing deadline: Tax Forms should…Read more.
Our President Elect Donald J. Trump Was The Fourth Quarter Headline The S&P 500 notched a sluggish start to the quarter, falling a little over 1% as investors feared…Read more.
Dearly departed 2016 can be summed up thusly: “Wow, I did not see that coming!” How else can you describe a year in which Donald Trump won an against-all-odds victory…Read more.
Which Christmas carol best captures the spirit of the holiday? How about this one: Tis the season to spend money, fa lalalala lalalala. Charge the tree, pay cash for presents,…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.