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… Read More

General Finance Question – Cash On Hand

  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

According to, 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

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?

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

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

  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

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

Here’s a few upcoming events about the investment environment and managed portfolios for 2013. Our team will be participating as… Read More