All Articles
Study by Investment Firm Provides Insight to 401(k)s
Thursday, August 26, 2010
Travis Flenniken, CFA
Mutual Fund 12(b)-1 Fees Going the Way of the Dinosaur. What does it mean for investors?
Wednesday, August 4, 2010
Travis Flenniken, CFA
Investment Lessons from a Four-Year-Old
Wednesday, July 28, 2010
Travis Flenniken, CFA
Lee Glover Joins our Team
Monday, April 26, 2010
John C. DeMoss, CFA
We're thrilled to add another professional committed to our vision. READ MORE
We're Moving to the Southside!
Thursday, February 18, 2010
John C. DeMoss, CFA
Do I Take My 401(k) with Me when I Go?
Thursday, February 18, 2010
Travis Flenniken, CFA
Recently changed jobs? What are you going to do with your old 401(k)? READ MORE
Considerations when Rolling Over a 401(k) with Company Stock
Thursday, February 18, 2010
John C. DeMoss, CFA
Read about special tax considerations related to company stock held a 401(k). READ MORE
A Few Basics on Financial Aid for College
Thursday, February 18, 2010
Kay Hughes, CFP
Reverse Mortgages
Wednesday, January 20, 2010
Kay Hughes, CFP
There are several issues that must be addressed when considering a reverse mortgage, and it is imperative that the borrower fully understand all of them. READ MORE
Foreign Exchange Rate Fluctuation
Wednesday, January 20, 2010
Travis Flenniken, CFA
What are the real factors that can cause the foreign exchange rate to fluctuate? READ MORE
Recharacterization of Roth Conversions
Tuesday, January 19, 2010
John C. DeMoss, CFA
How and when to consider recharacterizing a Roth conversion. READ MORE
The Importance of Asset Allocation
Monday, September 21, 2009
Kay Hughes, CFP
Kay Hughes, CFP gives an overview of the importance of asset allocation. READ MORE
Considering Charitable Trusts
Monday, September 21, 2009
John C. DeMoss, CFA
It really is important to consider asset location when determining an appropriate investment plan. READ MORE
The Importance of Coordination
Monday, August 31, 2009
John C. DeMoss, CFA
Part of being a competent professional is understanding where your strengths begin and where they end... READ MORE
Laddering Bond Portfolio Maturities
Friday, August 28, 2009
Unknown
A look at bond laddering by Michael Stevens, CFA. READ MORE
Going Local Isn't Just for Strawberries
Tuesday, June 23, 2009
Unknown
After the grit and over commoditization of big city living, Chattanooga has been a refreshing little oasis READ MORE
Does a Trust Make Sense?
Tuesday, June 23, 2009
Martin L. Pierce, Attorney at Law
Part 1 of 2 READ MORE
The Changing World of Family Owned Real Estate in Tennessee
Monday, June 22, 2009
Trip Farmer, CPA
Information on pending changes regarding Tennessee real estate. READ MORE
Perspective on Financial Advisors
Monday, June 22, 2009
John C. DeMoss, CFA
One thing I’ve heard a lot from clients and friends is the change in faith that they have in financial advisors as a whole. READ MORE
What causes the fluctuations in the value of currency?
Wednesday, April 8, 2009
John C. DeMoss, CFA
You don’t need to know how to detect triangular arbitrage or understand interest rate parity and forward pricing to become familiar with basics of currency exchange. At a fundamental level it is quite simple. READ MORE
Investing is a Lot Like Falling In Love
Wednesday, April 1, 2009
Unknown
And then being spontaneously dumped, crying into a pint of rocky road on your couch, watching made for TV movies in your sweats and Ugg boots! READ MORE
Discounts Aren't Just for Clothes
Tuesday, March 31, 2009
Unknown
Few things in life elicit pure, unbridled euphoria in me more than finding a spectacular discount at the Pink Palm READ MORE
New York Merrill Lynch Advisor Joins DeMoss Capital
Saturday, March 14, 2009
John C. DeMoss, CFA
Safety of Investment Accounts
Thursday, February 5, 2009
John C. DeMoss, CFA
If I'm an investor with accounts at Merrill Lynch or Citi-Smith Barney, I'm probably a little annoyed at these big firms... READ MORE
Prospect Theory
Saturday, January 3, 2009
John C. DeMoss, CFA
If you’ve lost money in a stock that you haven’t sold, is it only on paper, or did you really lose it? READ MORE
2008: In retrospect.
Wednesday, December 31, 2008
John C. DeMoss, CFA
It’s almost enough to just leave this letter blank.. READ MORE
DeMoss Appears in Local Paper!
Thursday, December 4, 2008
John C. DeMoss, CFA
See our article on the Times Free Press website! READ MORE
Seeing the Forest AND the Trees
Tuesday, November 25, 2008
John C. DeMoss, CFA
Turn on the television or pick up a newspaper today, and it's easy to get lost in the trees... READ MORE
Tax Incentives - Conservation Easements
Friday, November 14, 2008
Trip Farmer, CPA
Land conservation does not usually get much press, but Congress has recently extended one of the best incentives for landowners in a long time. READ MORE
'How Does One Learn to Make Money "work for them"?
Friday, October 10, 2008
John C. DeMoss, CFA
'How Does One Learn to Make Money "work for them" even if it is only a little. READ MORE
What are the Advantages/Disadvantages of an LLC?
Monday, September 8, 2008
Trip Farmer, CPA
A limited liability company provides much needed liability protection for a member of the... READ MORE
Availability Bias and Representativeness
Friday, September 5, 2008
John C. DeMoss, CFA
Two kinds of decision making/opinion forming biases, explained. READ MORE
Estate Planning Misconceptions (1 of 4)
Thursday, September 4, 2008
Martin L. Pierce, Attorney at Law
There is no one right way to accomplish your estate planning objectives—no one right answer. But there are wrong ways. Common Questions, Answered. READ MORE
Behavioural Finance and Investing Heuristics
Friday, August 29, 2008
John C. DeMoss, CFA
Understanding these biases is the first step in learning how to invest objectively. READ MORE
Why do investors get so excited when companies get bought out?
Monday, August 25, 2008
John C. DeMoss, CFA
While any specific merger likely has very specific reasons for exciting investors, those reasons are more than likely founded in. . . READ MORE
What are some of the impacts of importing so much oil?
Thursday, August 21, 2008
John C. DeMoss, CFA
When we look at oil and our dependence on foreign countries for this commodity, it's not a pretty picture. READ MORE
Real vs. Nominal Interest Rates
Thursday, August 21, 2008
John C. DeMoss, CFA
Just a quick note, because I may use this terminology in the future... READ MORE
Why should I diversify my investments?
Friday, August 15, 2008
John C. DeMoss, CFA
We've all heard the old adage about not putting in your eggs in one basket. This is good advice. But why? The basic premise of investing is to be rewarded for risk that you take. READ MORE
Count the Costs
Tuesday, August 5, 2008
John C. DeMoss, CFA
There are a number of things to understand before dumping your life savings into mutual funds, especially in taxable accounts. READ MORE
What is an ETF?
Tuesday, August 5, 2008
Unknown
Who feels tired of having to pick from hundreds of mutual funds? What investment product is right for you? Trying to evaluate what investment product is best for your savings can feel like an overwhelming task. READ MORE
Does land development have special tax issues?
Saturday, August 2, 2008
Trip Farmer, CPA
We know developers have big ideas and visions for vacant land that most neither see nor understand at first glance. What these visionary developers may fail to see is their unique tax and accounting issues - here are three to consider. READ MORE
Making a Will
Friday, August 1, 2008
Martin L. Pierce, Attorney at Law
The simplest way to ensure that your funds, property and personal effects will be distributed as you desire after your death is to prepare a Will. READ MORE
DeMoss Capital Invites Investors to Do Well and Do Good
Thursday, July 31, 2008
John C. DeMoss, CFA
New investment firm serves Chattanooga with full range of wealth management services, and donates 100% of fees for two months annually to nonprofits of clients' choosing READ MORE
Top Ten Most Common Estate Planning Mistakes
Thursday, July 31, 2008
Martin L. Pierce, Attorney at Law
1. Not understanding the impact life insurance has on estate and inheritance taxes. READ MORE
Georgia Medicaid: Implementation Of Estate Recovery
Thursday, July 31, 2008
Martin L. Pierce, Attorney at Law
The State of Georgia has announced that its Medicaid Estate Recovery Program will go into effect on May 1, 2006. If you have a loved one who receives Georgia Medicaid assistance for nursing home, community based services or medical care, they likely received a Notice within the last couple of weeks concerning this impending program. READ MORE
Let’s Talk About It
Thursday, July 31, 2008
Martin L. Pierce, Attorney at Law
If you are like most people, you have probably noticed that some of the most difficult discussions you ever have are those with members of your own family. READ MORE