Click below to playback Wes Moss’s latest audio on the Dow Jones hitting a record all time high. Wes explains… Read More
General Finance Question – Cash On Hand
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Q: My family of 4 keeps 100K in cash, has 100K in mutual funds (small, mid, global & bond), 10K… Read More
What is Sequestration and How Does It Affect Us
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According to USA.gov, Sequestration, sometimes called the sequester, is a process that automatically cuts the federal budget across most departments and… Read More
Wes’s List of Helpful Sites
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Every Monday, our Chief Investment Strategist Wes Moss offers financial advice that appears in the Atlanta Journal-Constitution. On Money Matters… Read More
Where is the Gold Love?
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In a recent update to our clients, we shared some commentary on our thoughts about precious metals in 2013. With… Read More
The Dow Hits 14,000
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Today, the Dow Jones jumped back to a place that it hasn’t been for a long time…the 14,000 points mark.… Read More
4th Quarter Client Newsletter
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Each quarter, our Investment Committee sends out a newsletter to clients with topics of interest to the investment community.… Read More
A Useful Tax Calculator
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Do you really know your effective tax rate? Our team says ‘Don’t be so sure.’ When we think about the… Read More
CIA Upcoming Events
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Here’s a few upcoming events about the investment environment and managed portfolios for 2013. Our team will be participating as… Read More
