On August 16th, 2024, Atlanta Business Chronicle ranked Capital Investment Advisors #14 on their Atlanta’s 25 Largest Money Managers list
We are excited to announce that Capital Investment Advisors has made it on Atlanta Business Chronicles 2024 Atlanta’s 25 Largest Money Managers list! Capital Investment Advisors ranks among the 25 Largest Financial Planning & Advisory Firms based on assets under management in Atlanta. The firm also ranks among the 25 Largest Money Managers in the city […]
Client Spotlight: Elayne & Randy Visit All 63 National Parks in the U.S.
When it comes to traveling, Elayne and Randy prefer outdoor settings and enjoy hiking, so the national parks were a natural fit. The idea to visit them all came on a whim, and they said, “Why not?” The freedom to make that choice is one of the benefits of a happy and financially secure retirement.
Wes Moss Featured On The Clark Howard Podcast: Do the 60/40 Portfolio and the 4% Rule Still Work?
A recent article from the Wall Street Journal took a shot at two time-honored investment strategies: the 60/40 portfolio and the 4% rule. Will these two financial principles work in the future? CERTIFIED FINANCIAL PLANNER® Wes Moss, a managing partner with Capital Investment Advisors, joins Christa to discuss the purpose of these fundamentals and explains […]
Capital Investment Advisors, a $5.5+ Billion Registered Investment Advisor (RIA), Set to Open Office in Dallas
ATLANTA – August 26, 2024 – Capital Investment Advisors, an Atlanta-based RIA firm, is pleased to announce the opening of its Dallas office. This will be the firm’s fifth location – joining offices in Phoenix, Denver, Tampa, and Atlanta – and will open on September 2, 2024. The office is located at 5495 Belt Line […]
Wes Moss Featured In The Street Retirement Daily Article
Recently Wes Moss was featured in The Street: Retirement Daily article on Factors, Financial and Otherwise, That Can Lead to a Happy Retirement. Read the excerpted section of the article below. A 2020 meta-analysis found that approximately 28% of retirees are depressed, a significantly higher number than the broader population, with the highest prevalence among […]
LLC & Small Business Owners: What FinCEN’s New Reporting Requirement Means For You
As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN), a U.S. Department of the Treasury bureau, began requiring a sizable portion of U.S. companies to report clarifying information about the individuals who own or control the business.
Some Brief Thoughts On Iran (And Wars In General)
Given the Middle Eastern events of the past few days and global tensions rising, we felt it would be useful to provide some dispassionate views on how Capital Investment Advisors think about times like these. A few caveats: The past is not indicative of the future. In other words, this time could always be different. […]
2018 Second Quarter Market Recap
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 say there weren’t hiccups. Volatility is persisting at higher levels than experienced in 2017. The S&P 500 ended the second quarter positive by a few […]
2018 First Quarter Market Recap
A Wild Ride Results in a Negative First Quarter The first quarter began as 2017 ended: a steady ascent higher with limited volatility. January posted a 7.5% gain as the effects of corporate tax reform began to emerge in earnings estimates for 2018 and beyond. Unfortunately, the trend did not last. Starting in late […]
2017 Third Quarter Market Recap
Steady As She Goes: The Market Grinds Higher During The Third Quarter With Volatility Nowhere To Be Found Equity markets continued their steady ascent during the third quarter, as the S&P 500 registered a 4.5% gain. Once again little volatility could be seen. The largest (peak to trough) decline came in under 3%, matching […]
