Should College Be Free?
During a recent visit to Tennessee, President Obama announced that he wants to start a (mostly) federal program which will allow anyone, regardless of socioeconomic status, the ability to attend community college for two years for “free”. Unsurprisingly, this has created some controversy, and when I mentioned it on my Facebook page many people felt […]
CIA Launches Sister Company – A Digital Advisory Firm
We’re starting 2015 with great news! We are excited to announce the formal launch of our sister company, Wela, which is a digital advisory firm. We launched Wela with the idea that we are bringing a solution to financial industry based on trends and the feedback we received from you—our clients and our friends—about creating […]
Investment Options for the 99%
It’s the beginning of the year, and hopefully you looked over my last few blog posts with suggestions on how to put together some great financial resolutions for 2015, and 10 key themes for the 2015 economy. While you’re still thinking about getting your life and finances in order, January is also a great time […]
10 Key Themes That Will Impact Your Investments in 2015
If we look into our economic history books ten or twenty years from now, how might 2014 be remembered? Maybe as, “the year that oil prices crashed, despite a strong US economy,” or perhaps, “the year when nearly every economist on Wall Street predicted a rise in interest rates that never came.” It could even […]
6 Financial New Year Resolutions You Need To Make For 2015
Okay guys, we’re officially a few days away from 2015, so it’s time to put your pen to paper and write out your New Year’s resolutions. I’m a big fan of this tradition because I think we all have areas in our lives that can be improved with a little work. While many people have […]
10 Steps To Protect Your Finances At Year-End
It’s the end of the year, and as the mistletoe hangs over our heads so does our financial to-do list. Don’t be intimidated by your list this year, though. I’ve gone through and broken down 10 simple steps you can take to protect your finances and put you in a good place for your 2014 […]
3 Ways To Avoid Being Part Of The Upcoming Retirement Crisis
I ran across an interesting article this week from the Boston Globe with another dire warning about retirement in America. It profiles the work of Alicia Munnell, a former top economist at the Federal Reserve Bank of Boston who is now the head of Boston College’s Center for Retirement Research. At the age of 71, […]
Is Cheap Gas a Good Thing?
While the stock market has been making new highs over the last few weeks, there is one sector that continues to drop… dare I say plummet! In June, a barrel of oil cost $107, today (less than six months later) we are at $66 per barrel. That’s a drop of 38 percent. This has certainly […]
Market Updates and the Outlook for 2015
As we come upon the end of another year, we want to leave you with this thought: The US economy is actually doing well. Despite the emotions and fears of some investors, we’ve encouraged our clients and friends to stay the course and stick to the fundamentals. Though we’ve seen some scary ups and downs […]
‘The US Economy Is Actually Doing Well’
If the last time you heard that “the economy is doing well” and thought to yourself “no way that’s true,” and “the source must be crazy”, then this blog is written for you. I consistently discuss the state of our economy on WSB radio, and here in many of my blog posts. I’ve noted the […]
