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We focus exclusively on investment management and specialize in income-oriented investing. We’re not “active traders,” we’re active managers of your wealth. Our philosophy is to provide personalized investment management to meet long-term goals in a style that considers all client objectives and expectations. Our strategy for you will be carefully crafted to fit your unique circumstances. Wherever you want your money to take you, the multi-faceted CIA professional staff will use its expertise in investments, taxes, real estate and small business operations to help you get there. Interested in getting started? Click here to schedule your consultation.
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In this day and age, we all have to take cyber security very seriously. And with good reason: Equifax, Yahoo!, Target, and the list continues to grow of major company…Read more.
As the stock market continues to reach new highs, with the Dow soaring well above 20,000, I’ve found myself reflective of other times in recent investment history. Over the years,…Read more.
Are you saving too much for your children’s college education? Really. This is an important financial planning question. If it makes you arch an eyebrow, it’s because this side of…Read more.
Capital Investment Advisors is proud to announce that Chief Investment Strategist, Wes Moss, has been named one of the nation’s Top 100 Independent Financial Advisors by Barron’s Magainze. This ranking reflects the…Read more.
By now you’ve heard of the epic Equifax data breach. It’s a scary time to be a consumer – the breach has impacted over 143 million Americans. But we aren’t…Read more.
You might need to consolidate multiple 401(k) plans into a managed IRA to achieve your personal goals. You may also reposition your investments from growth stocks into income investments, real estate or dividend stocks.
You may need to generate income from investments and have a personalized equity portfolio that reflects retirement cash flow needs while also considering growth to counter the effects of inflation.
You may need supervision and management of your firm's SEP, 401(k) or profit sharing plans, or guidance on selling your business and retiring.