Ebola and the Economy

Just last week I did a quick 24-hour round trip from Atlanta to New York City. Thursday was the first day that a case of Ebola was reported in New York.  Friday morning I tweeted a selfie “warm NY welcome photo” of me holding a copy of the New York Post with the headline “Ebola […]

CIA Success Story

In today’s CIA Success Story, we share a story about a recently retired airline employee who wanted to figure out how he could continue to afford his current lifestyle throughout retirement. He had a specific interest in working with us to come up with a strategy that would allow him to generate multiple streams of […]

How To Fix Georgia’s Unemployment Rate

Georgia’s unemployment rate is downright embarrassing right now. With unemployment at 8.1% (according to August’s BLS data), Georgia has the highest unemployment rate in the nation. While there is a lot of finger-pointing happening right now, most of it politically charged, I think it’s best to focus on how to actually change this situation. I […]

Our Investment Committee’s Quarterly Update

Each quarter, our investment committee reports the latest economic and market updates. Please review our latest update provided by our Chief Investment Officer, Matt Reiner.   Economic Activity Economic data continued to improve in the third quarter, on the whole. –    Confidence for the most part weakened a bit during the quarter, and rightfully […]

Working Efficiently

Whether you like it or not, the markets are acting normal right now. Yes, that’s the case even with the S&P down over 5% from its September 18th peak. And with the Dow down over 4% from its September 19th peak. The markets are acting normal. We have been talking about a breather within the equity […]

You Can Retire Sooner Than You Think

Our Chief Investment Strategist, Wes Moss, shares details about his best-selling book “You Can Retire Sooner Than You Think”, and shares tips on how to retire happy, retire early, and retire sooner. Click below to watch the video or view here.     

Don’t Wait For ‘All Clear’ When Investing

There’s something that is ruining investor’s returns – and it’s not Ebola. It’s something like a virus that mutates over time, and it has been crushing people’s returns for years. I call it the “Perfection Misconception.” There is a very common thought that there needs to be an “all clear” signal for the US economy, […]

Forget $5 Gas

When was the last time you read an article about the price of gas going down? Over the last several years, every time a reporter calls to ask me about prices at the pump, it’s because prices are going up. Since 2009, oil prices have been on a steady upward climb. That means, for the […]

A New Market Conundrum

We have a question for you, if you had $1,000 to invest in any economy which one would you choose: the United States or Spain? For us this isn’t where the challenge occurs, because for us it’s a simple answer: the US. However, that’s not what the bond markets are telling us. And that creates […]

Minimize Damage From Card Data Breach

I was doing some research the other day on the Home Depot credit card breach, and it blew my mind to learn that 43 percent of companies have had a data breach in the past year. According to ID Theft Center there were 4,816 major breaches between 2005 and September 23, 2014, with a total of 667,201,105 […]

A Retiree’s Guide to Inflation

This guide breaks down where inflation shows up, how it compounds, and considerations to help protect your income.

retiree guide to inflation

101 Trips to Take in Retirement: A Guide to Exploring More, Your Way

Discover destinations worth every mile. You’ve earned the time. Now make the most of it.

From First Job to Retirement—Plan Smart

Your free decade-by-decade guide to building a confident, fulfilling retirement.

Your Retirement Guide

101 Tips for a Smooth Transition