The Caretaker Conversation: Panel Discussion on Post-Retirement Planning
Watch the videos below to see are recap from The Caretaker Conversation. A panel discussion hosted by Capital Investment Advisors. About the event: Age is confronting us all. We, our parents and our children are confronted with different points of view, areas of concern and issues that need to be addressed as age makes its […]
Case Study on Investor Psychology
When I read the headline in today’s Wall Street Journal that read “Stocks Regain Broad Appeal: Mom and-Pop Investors are Back, but Some Say That Could be Cause for Concern,” I was ready to write an analytical piece that looked at money flows to see if they had overreached on their conclusions. After reading the […]
#TwitterIPO
After an October where IPOs dominated the marketplace, 33 companies went public raising over $12 billion; we are set for another hotly anticipated offering this week…#Twitter. Twitter has made terms such as “handle” and “hashtag” common in our every day vocabulary. The company has taught people to shorten their thoughts to just 140 characters and […]
Now Open . . . Government
The government is back open! It seems all too common that we deal with the ineptitude of our policymakers. Too often it seem that these politicians worry more about being re-elected than they do about what is actually in the best interests of our country… and that is sad. Now that we have resolved the […]
Download Our Latest White Paper on Mutual Funds
We have just released a new white paper: The Hidden Cost Burden of Mutual Funds. Our investment committee has released this white paper as a way to share information about some important factors related to mutual fund investments and some lower cost alternatives to mutual […]
A New Take on Bonds
For a long time now, our team has mentioned general guidelines about bond investing based on an acronym – OYA – Own Your Age (in bonds). This principle, most notably, came from the investing philosophy of Vanguard-founder Jack Bogle. For instance, if you are 50 years old, roughly 50% of your investment portfolio should be […]
AUDIO: The Financial Impact of a Government Shutdown
Listen in to the Money Matters Minute: {module >>AUDIO: The Financial Impact of a Government Shutdown} Transcript: This is Wes Moss with a Money Matters Minute. For the third time now in three years we have worried about a government shutdown and now it finally happened. This is the first shutdown since 1996, but there […]
Another Round of Fiscal Paralysis
Washington is back in the spotlight as politicians continue their normal routine of being ineffective. This week, markets have to deal with the political mess of politicians trying to avoid a government shutdown. We still have to wait to encounter the next debate in October which will surround the debt ceiling. Markets have dealt with […]
Wes Moss Gives AJC a Comprehensive Overview of Obamacare
It’s heeere! After years of rancorous debate and endless analysis, the Affordable Care Act, also know as Obamacare, takes effect this week with implementation of the ‘Individual Mandate’ requiring most Americans to buy health insurance and the opening of exchanges designed to facilitate that rule. Here’s what you need to know about this requirement and […]
Mitchell Reiner On Panel at The Municipal Bonds Forum in New York City
Mitch Reiner will be featured on a panel discussing Income Investing at this year’s Municipal Bonds Forum in New York City on Thursday, October 17, 2013. Mitch Reiner is an Investment Advisor and the Chief Operating Officer of Capital Investment Advisors (CIA), a $1B AUM wealth management firm also located in Atlanta. Mitch has been […]
