Articles
105 published articles on the Capital Investment Advisors blog.
As retirement approaches, many households face a question: Is it still worth paying for life insurance? If the kids are grown and retirement savings are accumulating, folks may begin to wonder whether the money allocated to…
Read more →Future retirees often wonder when it’s worth moving money into a Roth IRA from some other type of account. After all, Roth IRAs are after-tax money, meaning the funds can eventually be withdrawn tax-free. All things…
Read more →Charles and Dawn Norfolk were originally hesitant to retire, but because they had the means and the desire, Jason Gove, one of our Phoenix team members, encouraged them to make the leap. One of their customers…
Read more →With each opportunity to spotlight a client's achievements, we inevitably learn something valuable. The hope is to spread that knowledge and joy to inspire others in their own retirement journeys. Today, the spotlight shines upon Frank…
Read more →Of course, some people go to work every day without ever feeling inspired by the families they serve. To us, that’s almost unimaginable, and clients like Bonnie and Joe make that inspiration abundantly clear. Joe retired…
Read more →Capital Investment Advisors is proud to announce that Barron’s has named Capital Investment Advisors, LLC as one of the 2026 top 100 RIA Firms.
Read more →Recently, Wes Moss was featured in a MarketWatch article on secrets to successfully taking RMDs - and minimizing taxes while doing it. Read the excerpted section of the article below. ‘A well-crafted plan should be personalized…
Read more →We are excited to announce that Capital Investment Advisors has made it on Atlanta Business Chronicles 2025 Atlanta’s 25 Largest Money Managers list! Capital Investment Advisors ranks among the 25 Largest Financial Planning & Advisory Firms…
Read more →We are excited to announce that Capital Investment Advisors was included on Atlanta Business Chronicle’s 2026 Atlanta’s Largest Financial Planning & Advisory Firms list! Capital Investment Advisors ranks among the 26 Largest Financial Planning & Advisory…
Read more →Wes Moss recently made a captivating appearance on The Motley Fool Money Podcast, delving into the Happiest Retirees. The episode goes beyond the surface, engaging in a much deeper discussion with Wes about how the current…
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