Correction Call
Recently, we had an Investment Committee meeting and we were discussing the markets and a possible correction. After looking over NDR charts and some Bloomberg data, we had a slight tweak to our view (for the interim period). Since the beginning of the year, we continued to believe a 10% or greater correction was going […]
Wes Moss Shares Secrets For A Happy (and Early) Retirement
In 2012, there were 43.1 million Americans ages 65 and older. By 2050, that number is expected to reach 83.7 million, according to two recent reports from the U.S. Census Bureau. As you probably know, most of those people will be baby boomers — born between 1946 and 1964 — whose youngest members are now […]
Should You Buy A House Right Now?
The housing market is something that people have been talking about and watching like a hawk since 2007 when it completely fell apart. Some people today are still struggling with selling their homes without losing money if they purchased their house before the Great Recession. The millennial generation is not buying into the American dream of being […]
Retirement Doesn’t Have To Be Scary
Americans are in big trouble when it comes to financial freedom, and ever being in a position to retire. The numbers and statistics for people nearing or in retirement are alarming. 75 percent of retirement age Americans have less than $30,000 in savings. 1 in 6 older Americans live on less than $22,500. These are […]
Flavor of the Week
Some sayings just take us back to certain memories. They allow us to remember certain instances from the past. The saying “flavor of the week” is one of those. It takes me back to those hot summer days and hustling over to either Cold Stone or possibly TCBY. Some weeks, my flavor choice would be a sorbet […]
Does A Quiet Market Spell Trouble?
The VIX, a trademarked ticker symbol for the Chicago Board Options Exchange Market Volatility Index, is a measure of implied volatility in the market over the next 30 days. Also known as the fear gauge, it represents how people perceive the current markets’ risk. On June 6, the VIX actually went to a recent low […]
Introducing CIA Success Stories
Dear CIA readers, we’ve got something new for you! If you love reading our blog then stay tuned for our monthly feature – The Success Stories series. Each month we’ll be bringing real stories that our advisors have shared client successes. We can all learn a little something from success, so treat the Success Stories […]
The Winning Streak
Ever been a part of a winning streak? Either as a fan or a competitor? They are great. They are fun and we tend to be very superstitious along the ride. We also must conjure up some luck as well. No good winning streak goes without some real good luck. I remember multiple streaks as a […]
Would You Pass this Money and Happiness Quiz?
I’ve recently released a new book called, “You Can Retire Sooner Than You Think,” and in it, I analyze the financial bare minimums needed for retirement, along with the different traits and habits between happy retirees and unhappy retirees. I have actually answered the question that we have all heard, “can money buy happiness?” Though […]
How Do You Define Happiness?
I’ve recently written a book about money and happiness called You Can Retire Sooner Than You Think (McGraw Hill Education, $18) which gives you a step by step guide to finding the right balance between money and happiness, so that you can retire early and happy. My book ultimately answers the question, “Does money buy happiness?” […]
