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 […]
3 Excellent ETFs to Explore
Each Sunday on Money Matters, our Chief Investment Strategist Wes Moss shares an ETF of the Week. The ETF of the week is an ETF (exchange traded fund) that Moss identifies as a top pick that investors may choose to consider as they are consulting with their advisors on investing options. Let’s explore three ETFs […]
REIT Investments: How to Do It
In previous articles, we’ve discussed the impact that REITs can have on investing. Here are three tips that will give you some guidance if you have ever considered investing in REITs. Tip 1: Review the various types of REITs to determine which one makes sense for your investment objectives. From stock REITs to mortgage REITs, […]
Is Now the Best time To Sell?
The market kicked off in 2013 with a major uptick and it wasn’t until late May that we really saw a big impact on the Dow. This has been a lingering concern of many investors who think that such a good thing can’t last too long. By mid-May, many investors were asking- Sell in May […]
Performance in a Rising Rate Environment
With all the fluctuations associated with the markets over the past few weeks, we wanted to address this. This is a rare time where the volatility associated with markets is not dealing with the typical stock market, but instead the interest rate and income/bond market. We saw rates spike from 1.66% on 5/1/13 to 2.16% […]
