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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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Capital Investment Advisors was recently highlighted in the Atlanta Business Chronicle announcing an office move to Sandy Springs Tower by Q4 2018.Read more.
As most of us know from the flood of news coming out of Wall Street, the Dow Jones industrial average recently took a 1,600-point tumble — the largest single-day drop…Read more.
The Dow Jones has already blown through several new round numbers in 2018, and investors are right to feel on edge. Folks are likely wondering whether this run-up will continue,…Read more.
During my research, however, I discovered a small yet impactful tax change that could adversely affect hundreds of thousands if not millions of taxpayers — the issue of state standard…Read more.
After a whirlwind year of Washington politics, GDP growth north of 3% and a stock market marching through year nine of a bull cycle, it’s time to shift focus toward…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.