IRA Contribution Limits for 2022 & 2023
Contributing to an individual retirement arrangement (IRA) is a great way to grow your retirement savings and benefit from tax-sheltered investment growth or tax-free growth in a Roth option. The annual IRA contribution limit in 2023 is upRead More
SECURE 2.0 Passes - What could this mean for you?
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to...Read More
A Notable Shift In Interest Rates Has Altered The Investment Landscape
“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets.” Peter Lynch, 1944 - present, legendary mutual fund manager and investorRead More
A Look Back at Our Giving Back
Telos Capital Management has continued its mission to support our local charities and families in need throughout the year. We are proud to be partners in support to these important organizations and their programs...Read More
5 Tips for Choosing a Medicare Plan During Annual Enrollment
If you are 65 and older, December 7th is an important deadline for Medicare Enrollment. Between October 15th and December 7th each year Medicare eligible enrollees have the option to review their coverage options and change plans. Changes..Read More
No Pain, No Gain: The Cost of Tightening Monetary Policy
“It will be a rough road ahead as we feel the brunt of new Fed policies designed to undo the damage done by policies that created our current inflation problems.” National Federation of Independent Business (NFIB)...Read More
Are We Headed for a Recession?
“That hurricane is right out there down the road coming our way. We don’t know if it’s a minor one or Superstorm Sandy. You better brace yourself.” Jamie Dimon, 1956 – present, CEO of JPMorgan ChaseRead More
Uncertainty Has Become the Predominant Theme of 2022
“The secret for winning in the stock market does not include being right all the time… The key is to lose the least amount of money possible when you are wrong.” William O’Neil, 1933 – present, American...Read More
FA Magazine Lists Telos Capital Management, Inc. as Top Ranking RIA
Telos Capital Management, Inc. (TCM) is pleased to announce that we have been recognized as one of the top Registered Investment Advisory (RIA) firms in the Country by Financial Advisor (FA) Magazine's 2021 Annual RIA Ranking. The...Read More
What is A Registered Investment Adviser (RIA)?
An RIA's primary purpose is to manage his or her clients assets and advise them on the best course of action to maximize their wealth.Read More
January 2022: The Long Road Back to Policy Normalization
October 2021: Back to Investing Basics
“No amount of sophistication is going to allay the fact that all your knowledge is about the past and all your decisions are about the future.” Ian H. Wilson, 1923 – 2014, former GE executive...Read More
July 2021: Fed Opens the Door to Higher Rates to Keep Inflation Contained
April 2021: Is There Irrational Exuberance in Financial Markets?
January 2021: The Year That Changed Everything
“We have two classes of forecasters: Those who don’t know – and those who don’t know they don’t know.” John Kenneth Galbraith, 1908 – 2006, Canadian-American economist, diplomat, and public...Read More
April 2020: Coronavirus: A Test of Our Resolve
October 2020: Meeting The Challenges of A Low Yield Environment
July 2020: The Great Wall Street/Main Street Disconnect
January 2020: What a Difference a Year Makes
July 2019: Caught Between a Trade War and Interest Rate Cuts
October 2019: Will Interest Rate Cuts Be Enough to Forestall a Recession?