The Market Goes Up, Up, Up
The Dow has continually had its uptick, reaching a record high of 15,000. And every week, as the markets move higher, more people begin to doubt the credibility of the recent run. Investing is a funny thing; investors tend to believe that when things are bad within the marketplace, they will always get worse. And […]
The Capital Source – Second Quarter 2013
Each quarter, our Investment Committee sends out a newsletter to clients with topics of interest to the investment community. Our 2nd Quarter newsletter includes updates on: Estate Planning Considerations What Lies Ahead? A Longer Term Perspective Why Cyprus Won’t Happen Here Click the image of the newsletter to the left to review the newsletter.
IRA Contribution Limits
Here’s our quick reminder about IRA Contribution Limits for 2013: IRA Age 49 and below: $5,500 Age 50 and above: $6,500 401k Age 49 and below: $17,500 Age 50 and above: $23,000 403b Age 49 and below: $17,500 Age 50 and above: $23,000 SEP IRA Max Dollar Allocation: $51,000 Max Considered Compensation: $255,000 See […]
Our Quarterly Recap
Here’s a quick summary of the markets in our quarterly recap for Q1 2013. What Lies Ahead? The first quarter of 2013 was a continuation of the bullish run we have seen as of late. There was little getting in the way of these markets. The sequestration worries weren’t able to de-rail this rally nor […]
U.S. Investing Outlook
One question we often get from our clients and radio listeners is what markets to invest in from a global perspective. Despite the fact that we’ve endured a tumultuous economy over the past 5-6 years, we still believe investors should consider weighing their investment portfolio heavily toward U.S. companies. Take for example the issue in […]
Be Aware of The Big Easy
The Big Easy. While at the Barron’s Conference in early March, our team payed close attention to this theme. What is The Big Easy? It’s the term referred to the process where global central banks are flooding the economic system with liquidity– buying bonds, keeping interest rates low. The U.S. (the Fed), ECB, Bank of […]
The Resurgence of Capex Spending
One of the underlying themes for this year is resurgence in capex spending. This would provide markets with a tailwind. This would lead to businesses spending money to help spur growth, but the root cause of this would be built on a higher level of corporate confidence. What is Capex Spending? In short, capex (short […]
Dow Hits All Time High: What It Means
Click below to playback Wes Moss’s latest audio on the Dow Jones hitting a record all time high. Wes explains what it means for investors and puts it into perspective. {module >>Dow Jones All Time High: What It Means}
What is Sequestration and How Does It Affect Us
According to USA.gov, Sequestration, sometimes called the sequester, is a process that automatically cuts the federal budget across most departments and agencies. Congress stopped the cuts from happening by passing the American Taxpayer Relief Act on January 2. This law pushed the budget cuts back until March 1, 2013. If Congress couldn’t agree on a budget to reduce […]
Wes’s List of Helpful Sites
Every Monday, our Chief Investment Strategist Wes Moss offers financial advice that appears in the Atlanta Journal-Constitution. On Money Matters each Sunday, Wes also discusses helpful tips and gives advice for investors seeking the best way to invest or save their cash. From Wes’s most recent articles and shows, we’ve started to compile a list […]
