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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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“Rising interest rates … Now there’s a term we haven’t heard in a long time.” — Obi-Wan Kenobi OK, Obi-Wan Kenobi didn’t actually say that, but millions of investors are…Read more.
The University of Georgia Alumni Association celebrated the members of the 40 Under 40 Class of 2016 September 8 at Flourish in Atlanta. This program, in its sixth year, recognizes…Read more.
At Capital Investment Advisors, we often meet with investors who previously purchased an annuity and want to know, “How much am I really paying for my variable annuity?” As fee-only…Read more.
We often visualize the stock market as a graph line, moving (hopefully) upward in a saw tooth pattern. But it might be more useful to view the market as a…Read more.
As you plan your financial future and seek out additional income sources as you approach retirement, we suggest you take a look at our firm’s preferred investment strategy, income investing. …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.