Download Our Latest White Paper on Mutual Funds
We have just released a new white paper: The Hidden Cost Burden of Mutual Funds. Our investment committee has released this white paper as a way to share information about some important factors related to mutual fund investments and some lower cost alternatives to mutual […]
A New Take on Bonds
For a long time now, our team has mentioned general guidelines about bond investing based on an acronym – OYA – Own Your Age (in bonds). This principle, most notably, came from the investing philosophy of Vanguard-founder Jack Bogle. For instance, if you are 50 years old, roughly 50% of your investment portfolio should be […]
AUDIO: The Financial Impact of a Government Shutdown
Listen in to the Money Matters Minute: {module >>AUDIO: The Financial Impact of a Government Shutdown} Transcript: This is Wes Moss with a Money Matters Minute. For the third time now in three years we have worried about a government shutdown and now it finally happened. This is the first shutdown since 1996, but there […]
Another Round of Fiscal Paralysis
Washington is back in the spotlight as politicians continue their normal routine of being ineffective. This week, markets have to deal with the political mess of politicians trying to avoid a government shutdown. We still have to wait to encounter the next debate in October which will surround the debt ceiling. Markets have dealt with […]
Wes Moss Gives AJC a Comprehensive Overview of Obamacare
It’s heeere! After years of rancorous debate and endless analysis, the Affordable Care Act, also know as Obamacare, takes effect this week with implementation of the ‘Individual Mandate’ requiring most Americans to buy health insurance and the opening of exchanges designed to facilitate that rule. Here’s what you need to know about this requirement and […]
Mitchell Reiner On Panel at The Municipal Bonds Forum in New York City
Mitch Reiner will be featured on a panel discussing Income Investing at this year’s Municipal Bonds Forum in New York City on Thursday, October 17, 2013. Mitch Reiner is an Investment Advisor and the Chief Operating Officer of Capital Investment Advisors (CIA), a $1B AUM wealth management firm also located in Atlanta. Mitch has been […]
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 […]
