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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.
All In All, An Okay Quarter Despite Some Continued Choppiness After an unnerving first quarter which saw a 10%+ correction, markets stabilized during the second quarter. That’s not to…Read more.
If you’re looking for a benchmark time to review and revise your long- and short-term investment strategy, midyear is a fine candidate. Right about now is a good time to…Read more.
As we close out the second quarter of 2018, we wanted to address a common question we’ve been getting from clients, friends, business partners – and even a couple of…Read 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.
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.