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CIA In the Press

CIA insights - 10 for ‘12: A Financial Forecast for the New Year

Every year the CIA Investment Committee compiles a mountain of research, taps into its collective experience and wisdom, and develops a financial forecast for the coming year to help guide our income-oriented investment strategy.  Here are the important trends that we see for 2012.

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CIA in the Press - CIA Featured in Kiplinger's January Issue

In the January issue of Kiplinger magazine, Mitch Reiner shares his advice on funds in 'The Great Yield Mirage'. Read the full article here


 

CIA in the Press - Wes Moss Features on The Bert Show

As part of The Bert Show’s “New Year New You” series, finance guru Wes Moss joined Bert in studio tell the listeners how to clean up their messy money habits and lock down that extra spending. Listen to the show.
 

CIA insights - Attention Investors and Investment Advisors!

Our COO, Mitch Reiner, will be presenting "Positioning Your Portfolio to Generate Sustainable Cash Flow" on January 10 in Atlanta from 6.30pm. You can pre-book your tickets on the AAII website. Book your tickets here.

 

CIA in the Press - Wes Moss Featured on 11Alive News

Wes Moss, our Executive Vice President/Chief Investment Strategist was featured on 11Alive news last week. He shared his tips on 'how to be accountable for New Year's goals' - great tips, take a look! Watch the video.

 

CIA insights – Bond Exchange-traded funds

COO, Mitch Reiner, featured in Wall Street Journal article discusses that investors of one of Wall Street's hottest investment products- ETFs- may get see high taxes on capital gains this year. Read full Bond ETFs article

 

CIA in the Press - CIA Featured in Financial Advisor Magazine

In the November issue of Financial Advisor magazine, Mitch Reiner shares tricks and strategies on how investors can benefit from unique income opportunities such as closed-ended funds, master-limited partnerships, energy royalty trusts, REITs, fixed-income ETFs and more. Read the full Withdraw, Don't Retreat article

 

CIA Insights - CIA Receives Prestigious Award

CIA ranked on the list of Best Places to Work, an annual award given by the Atlanta Business Chronicle.Atlanta_Business_Chronicle_-_Best_Places_to_Work_2011 Capital Investment Advisors ranked in the Small Business Category as an organization with under 100 employees in the metro Atlanta area. The winner's circle was honored at the Atlanta Marriott Marquis on September 16 with keynote speaker Gary Kelly from Southwest Airlines. Read the full Best Places to Work Article

 

CIA in the Press - Credit Downgrade

The S&P's downgrade of the U.S. credit rating has stirred up a lot of controversy over the past several weeks. Wes Moss speaks out in an interview with 11 Alive News about what to expect as we move forward. Watch the Video

 

CIA Insights - Market News Grim, Not Dire

After the initial shock of the S&P downgrade, the market will return to focusing on the fundamentals of what companies earn. Hear from CIA's team in Chicago's Northwest Herald for the full story. Read the full Market News Grim article

 

CIA in the Press - Protecting Your Nest Egg from Market Woes

Market goes up, Market goes down. Read our latest article featured in Smart Money to hear about how to protect your nest egg from market woes. Read the full Nest Egg article

 

CIA in the Press - Financial Advisers Have Black Monday Blues

CIA's Chief Operating Officer, Mitch Reiner, discusses the "aftermath" - S&P 500's biggest drop since 2008, the United States downgrade in credit rating, and how this has affected investors.  Read the full Black Monday article

 

CIA in the Press – Investors Jittery Over Debt Crisis

With the upcoming deadline on U.S. debt, CIA's Chief Investment Strategist, Wes Moss, weighs in to shed some light on the topic. Read the full Debt Crisis article

 

CIA in the Press – Simplify Your Investment Plan

CIA's Wes Moss shares his signature "Bucket List" approach to creating a strong, reliable investment plan. Read the full Investment Plan article

 

CIA in the Press – Rich Ratio

A better way to determine assess your "richness" is to apply a simple equation called the "Rich Ratio." The CIA team explains what the ratio is and how to use. Read and print the full Rich Ratio article

 

CIA in the Press - Featured in The Hub

Wes Moss reviews the three main ways to focus on generating income from investments: dividends from stocks interest from differnt types of bonds, and distributions from other sources like closed-ended funds, master limited partnerships, and royalty trusts. Read and print the article on Income Investing

 

CIA in the Press - Income Investing

CIA’s focus on Income Investing was featured in the Wall Street Journal as a unique approach to managing retirement income. Read the article here.

 

CIA in Press – CIA’s 11 for 2011

With the New Year here, CIA's Investment Committee takes a look ahead into the New Year by providing some thoughts on what will become of this upcoming year within the markets and the economy. Check out CIA's 11 for 2011 here.

 

CIA in the Press – 2010 Tax Tips

This past weekend Money Matters host Wes Moss and guest host Woody Alpern reviewed some tax tips for investors to think about as the year comes to an end. Check out 12 year end tax tips for 2010 here.

 

CIA in the Press - CIA's Mitch Reiner quoted in AJC

ajc-logo-1 CIA's Mitch Reiner was recently quoted in an AJC article that speaks about retirement and the impact the recent recession has had on peoples decision to retire. You can read the article and Mitch's quotes here.

 

CIA in the Press - Recently Quoted in the News

CIA has been quoted in many publications over the past few weeks. Within these articles CIA advisors have spoken on a wide range of financial topics. Click here to check out all of the links.

 

CIA in the Press - Bonus Interview (Part 1)

Wes Moss talks with Liz Ann Sonders about a potential economic “MELT UP,” along with the importance of Ned Davis Research.


 

CIA in the Press - Bonus Interview (Part 2)

Wes Moss talks with Liz Ann Sonders about a potential economic “MELT UP,” along with the importance of Ned Davis Research.


 

CIA in the Press - Wes Moss Quoted in Smart Money

CIA's Wes Moss was recently quoted in an article for Smart Money. The article talks about costly financial planning mistakes that are made in retirement. Wes is quoted talking about appropriate asset allocation mixes in retirement. Check out the article here.

 

CIA in the Press – Wes Moss Writes for AJC

ajc-logo-1  CIA's Wes Moss has begun writting a weekly column for the the AJC. He will have his column posted on AJC's website every Monday and will also be available to answer questions on the site each Monday. Check out the blog here.

 

CIA in the Press - Cutting Expenses

CIA's Wes Moss is quoted in a recent Smart Money article that suggets some areas that retirees can cut costs during the current economic environment. Check out the article and Wes's comments here.

 

CIA in the Press - All in the Capital Family

Capital Investment Advisors was spotlighted within the most recent issue of the Atlanta Jewish Times. CEO Mike Reiner talks about the growth of the company and working with his two sons, Mitchell and Matt. Also, all three of the Reiner's speak about their relationship and the ability for them all to work together, as they continue to grow the company on the same foundation Mike formed more than 15 years ago. Read the article here.

 

CIA in the Press – 2nd Quarter Recap

A multitude of events impacted the markets and the economy this past quarter, ranging from lawsuits against the 'golden' child of Wall Street Goldman Sachs to the ongoing disaster in the Gulf of Mexico. With the events from this past quarter pessimism has again entered investors minds and the CIA Investment Committee takes a look at the recent wave of pessimism along with provinding some insight regarding the other hot topic, the double dip theory. Read the ReCap here.

 

A Note from the CIA Investment Committee

The CIA Investment Committee has continued to stay informed on the issues surrounding markets over the past few weeks. Within this note the Committee explains the issues and we give our view on some of the important topics. Read our note here.

 

Whats New - The Capital Source Newsletter

Within the 2Q newsletter we talk about reasons why we would should stay in the market. We also take a look back at some of the events that helped to mold the 1Q of 2010. Check out the newsletter here.

 




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