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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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If you’re like me, you stay in touch with friends the new old-fashioned way — by shooting a text or (gasp) actually talking to someone on the phone. Today, though,…Read more.
Buffett ups the ante and increases the odds of winning with his new college basketball March Madness challenge. Wes discusses the odds of getting just the first round of 32…Read more.
There’s an interesting phenomenon in our nation’s capital, called The Washington Monument Paradox. DC residents love the giant obelisk honoring our first President. They will tell you it’s unique and awesome, the…Read more.
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Pity the poor bond, always runner-up to stocks. We refer to “stocks and bonds,” never “bonds and stocks.” Nobody brags at the watercooler about their smart bonds picks. And, now,…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.