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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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We are officially in the midst of tax season. This year’s tax filing deadline is Tuesday, April 18. If you’re like 83% of Americans who get an average tax refund of…Read more.
February is here. If you live in the South, as I do, that means Little League and high school baseball practices are underway and opening days are looming. Tis the…Read more.
Even in a rising interest rate environment, bonds are still an important tool in an investor’s portfolio. Here’s why you shouldn’t ignore them. Learn about Wes’ new 15/50 Stock Rule,…Read more.
Interest rates have been on the rise since hitting a historic low in mid-2016. Is this a good thing? To borrow a phrase most often associated with politics, where you…Read more.
On this week’s show, Wes Moss answers his kid’s question “Why is it so good for Atlanta if the Falcons win?” and reviews what could happen to BCRISP (6 income-oriented asset…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.