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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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Capital Investment Advisors is proud to announce that our Chief Investment Strategist, Wes Moss, is featured in Barron's Magazine. Read more.
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Yes, but for less than you might think. Learn more.
“Should we pay off our mortgage before we retire?” This is among the most common questions I get from clients and “Money Matters” listeners (tune in from 9-11 a.m. Sundays…Read more.
Over a century ago, Ambrose Bierce wrote, “Death is not the end. There remains the litigation over the estate.” Some things never change. Today, a solid estate plan is critical…Read more.
It’s interesting how we tend to get stuck in a negative outlook on the world. This is not a criticism of any person or group of people; it seems to…Read more.
It’s the question of the century: How do people become millionaires? My radio callers ask me, my friends ask me, and, heck, even my kids ask me. It seems we…Read more.
I recently got a question from a listener to my radio show that I believe is relevant to just about every investor out there. For the sake of this article,…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.