10 Key Themes That Will Impact Your Investments in 2015

If we look into our economic history books ten or twenty years from now, how might 2014 be remembered?  Maybe as, “the year that oil prices crashed, despite a strong US economy,” or perhaps, “the year when nearly every economist on Wall Street predicted a rise in interest rates that never came.” It could even […]

3 Ways To Avoid Being Part Of The Upcoming Retirement Crisis

I ran across an interesting article this week from the Boston Globe with another dire warning about retirement in America. It profiles the work of Alicia Munnell, a former top economist at the Federal Reserve Bank of Boston who is now the head of Boston College’s Center for Retirement Research. At the age of 71, […]

The Week After

Last week, many stayed up till the wee hours of the morning watching the U.S. map fill in with red or blue. For me, my eyes couldn’t stay open long enough. But there was enough press coverage the following day. So, it was easy to get the low down… quickly. A good amount of issues […]

Ebola and the Economy

Just last week I did a quick 24-hour round trip from Atlanta to New York City. Thursday was the first day that a case of Ebola was reported in New York.  Friday morning I tweeted a selfie “warm NY welcome photo” of me holding a copy of the New York Post with the headline “Ebola […]

CIA Success Story

In today’s CIA Success Story, we share a story about a recently retired airline employee who wanted to figure out how he could continue to afford his current lifestyle throughout retirement. He had a specific interest in working with us to come up with a strategy that would allow him to generate multiple streams of […]