Articles

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

IRA Contribution Limits

Here’s our quick reminder about IRA Contribution Limits for 2013: IRA Age 49 and below: $5,500 Age 50 and above: $6,500 401k Age 49 and

Our Quarterly Recap

Here’s a quick summary of the markets in our quarterly recap for Q1 2013. What Lies Ahead? The first quarter of 2013 was a continuation

U.S. Investing Outlook

One question we often get from our clients and radio listeners is what markets to invest in from a global perspective. Despite the fact that

Be Aware of The Big Easy

The Big Easy. While at the Barron’s Conference in early March, our team payed close attention to this theme. What is The Big Easy? It’s

The Resurgence of Capex Spending

One of the underlying themes for this year is resurgence in capex spending. This would provide markets with a tailwind. This would lead to businesses

Dow Hits All Time High: What It Means

Click below to playback Wes Moss’s latest audio on the Dow Jones hitting a record all time high. Wes explains what it means for investors

What is Sequestration and How Does It Affect Us

According to USA.gov, Sequestration, sometimes called the sequester, is a process that automatically cuts the federal budget across most departments and agencies. Congress stopped the cuts

Wes’s List of Helpful Sites

Every Monday, our Chief Investment Strategist Wes Moss offers financial advice that appears in the Atlanta Journal-Constitution. On Money Matters each Sunday, Wes also discusses