Articles

The Diversification Lag

Inside the Numbers: Both stock indices continued to charge higher as they each finished at fresh new highs. The S&P was up 2.96%, while the Dow

Webinar: Are Dividends the Answer to Growth for Income Hunters?

For Financial Advisors: An interactive webinar Date: Thursday July 18, 2013Time: 2:00pm ESTClick to Register for this complimentary webinar for financial advisors Mitchell Reiner, will

Facing a Bull Market

Newness is most often an uncomfortable change to embrace. It evokes a certain level of nervousness which is often demonstrated in skeptical behavior.

CIA Announces the Retirement Calculator

In recent weeks, we rolled out a retirement calculator to help people like you — individuals seeking smart investment options and planning ahead for retirement.

3 Excellent ETFs to Explore

Each Sunday on Money Matters, our Chief Investment Strategist Wes Moss shares an ETF of the Week. The ETF of the week is an ETF

REIT Investments: How to Do It

In previous articles, we’ve discussed the impact that REITs can have on investing. Here are three tips that will give you some guidance if you

Is Now the Best time To Sell?

The market kicked off in 2013 with a major uptick and it wasn’t until late May that we really saw a big impact on the

Performance in a Rising Rate Environment

With all the fluctuations associated with the markets over the past few weeks, we wanted to address this. This is a rare time where the

The Market Goes Up, Up, Up

The Dow has continually had its uptick, reaching a record high of 15,000. And every week, as the markets move higher, more people begin to

The Capital Source – Second Quarter 2013

Each quarter, our Investment Committee sends out a newsletter to clients with topics of interest to the investment community. Our 2nd Quarter newsletter includes updates