Where is the Gold Love?
In a recent update to our clients, we shared some commentary on our thoughts about precious metals in 2013. With precious metals being a commodity that is often traded, we also wanted to share some of this commentary with our blog readers. So where has the love for gold gone? Over the past couple of […]
The Dow Hits 14,000
Today, the Dow Jones jumped back to a place that it hasn’t been for a long time…the 14,000 points mark. Since 2007, we haven’t seen it there. To hear about what this means to you and the U.S. economy, take a listen to Wes Moss’s quick audio commentary. {module >> Dow Jones Hits 14,000}
4th Quarter Client Newsletter
Each quarter, our Investment Committee sends out a newsletter to clients with topics of interest to the investment community. With so many hot topics rolling into 2013, we had many requests to make this information available online. Our 4th Quarter newsletter includes comments from the Investment Committee, Fiscal Cliff comments and some Social Security […]
A Useful Tax Calculator
Do you really know your effective tax rate? Our team says ‘Don’t be so sure.’ When we think about the taxes coming from a monthly or bi-weekly paycheck, many individuals assume that about 30% is going out the door. But our question is around what you’re really paying when you add in all the other […]
CIA Upcoming Events
Here’s a few upcoming events about the investment environment and managed portfolios for 2013. Our team will be participating as guest speakers. If you’d like to attend or request additional details about each event, please contact our team. January 30, 2013 Innovations and Ideas for Asset Allocation Using ETFsTD Ameritrade Annual ConferenceManchester Grand Hyatt San […]
Fiscal Cliff: Results Are In
A few weeks ago we shared the outlook on what to expect from the results of the Fiscal Cliff. Now that the new year has arrived and Congress made a deal, we wanted to address a few important parts of the deal that we believe individuals should be aware of: Dividends and Capital Gains Tax: […]
Our 2013 Economic Wish List
Every year, our Investment Committee comes up with a list of wishes on how we hope things with go with the U.S. and global economy that affects investing opportunities. Last December, our list included wishes for an orderly resolution in Europe, political certainty in the U.S., lower correlations around the world, EPS growth with a […]
Capital Gains Tax – What To Expect
Yes, it’s true. In 2013, the capital gains tax will increase. The law has been passed and the course has been set. So now that we know this is the case. Here’s what to expect. 1. At the end of 2013, the tax on capital gains is scheduled to rise and will become much more […]
Income Investing: Energy MLPs
As a firm that believes in the value of Income Investing, we’ve previously discussed some of the types of investments you can make to stay on top of your game and ensure that you have a strong nest egg as you approach retirement. In 2013, we see the outlook for Energy MLPs to be one […]
How Do Fee-Only Advisors Charge?
At Capital Investment Advisors, we are a fee-only firm. Specifically, our management fees are annual and billed quarterly to our client’s accounts. Fee-only is not be be confused with fee-based or commission-based advisory firms. As a fee-only firm, we do not get paid commission based on the products we sell. We prefer this approach because […]
