Matt Reiner Will Be A Featured Speaker at 42nd Annual KMS Conference

Since the fall of 1972 KMS investment professionals and principals have met annually in Seattle for a high-level exchange of information and to celebrate our long association and shared independence.   This year, Matt Reiner will be among the featured speakers at the event in Seattle, Washington on October 31 – November 1, 2013. Matt […]

Bond Bonanza

Debt is cheaper than equity. When looking at the capital structure of companies, we tend to see that debt costs less than equity, and this can be exacerbated more so in this very low interest rate environment. We have seen absurdly low rates on corporate debt deals lately, ranging from offerings from IBM which issued 10 year […]

The Pre-Taper Economy

With taper talk in full gear, it seems like a good opportunity to take a look at where we have come since we began QE3. QE3 started in September of 2012 and then was expanded in December. For the entire year, so far, of 2013, the Fed has been buying $85 billion in MBS and Treasury securities. The […]

The Housing Hurdle

The housing sector has been on the mend for quite some time. Over the past couple of years, we have seen drastic improvement in the housing industry, which was the root cause to the financial crisis back in 2007-2008. Given the improvement in housing, many economists and investors have been able to see economic improvement because housing stopped […]

A Fundamental Correction

Many investors are looking at their portfolios and they continue to question whether a top is near. A good number of analysts were expecting some sort of correction towards the middle of this year and have yet to see that prediction really come to fruition. We did experience a slightly greater than 5% correction in the S&P […]

Mid Earnings Season Report

Earnings season has been in full force for the past couple of weeks and we are now through a little more than half of the companies reporting (within both the S&P and Dow indices). The common concern entering the past couple of earnings seasons has been surrounded around the ability of companies to see top line growth. […]

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 was up 2.17% on the week. Economic data was limited following the previous week’s releases of the June employment reports, which continued to show positives, though they continued to lack great strength. […]

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 be presenting during this interactive discussion. Join this informative webinar to learn how dividend benchmarks have performed in bull and bear markets and how they have been seen as a […]

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.     Investors are feeling this uncomfortableness in the new face of a bull market. And the reaction is one of definite nervousness as they wait for the other shoe to drop. […]

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. Using the Capital Investment Advisors (CIA) Retirement Income Tool is the first step to help you plan for retirement.  While most financial planning tools focus on hypothetical rates of return […]

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