Wes Moss’s Commentary on Post Election Expectations and the Fiscal Cliff
With so many questions unanswered about how the recent presidential election will affect our personal finances, economy, healthcare, fiscal policies, the fiscal cliff and more – Wes Moss, host of Money Matters, offers a short audio commentary on what to expect. {module >> Hear Wes Moss Commentary on Post Election Market updates}
Startling Stats on American Workers and Retirement
On our Money Matters radio show, which airs Sundays on WSB Radio AM750/95.5, our host Wes Moss shared some important statistics a few weeks ago. On the October 21 show, Wes shared important details that American workers should know as it relates to their investments and future plans for retirement. A few important stats to […]
5 Benefits to working with Financial Advisors
An excerpt from “Five key benefits of independent Registered Investment Advisors” by Charles Schwab 1. Get advice based on what’s best for you. Whether it’s your retirement planning, tax situation, estate planning or assets at multiple places, it’s fundamentally important that your advisor truly understand you, your goals and your situation. Many independent registered investment […]
Wes Moss at the Georgia Retirees Association
At Capital Investment Advisors, we’re committed to keeping our clients and friends up to date on the latest developments and recommendations for retirement planning options. In keeping in line with our commitment, last Wednesday we spoke at the Georgia State Retirees Association. Wes Moss, one of our Chief Investment Advisor’s led the annual meeting in […]
Reiner’s Tip Sheet on ETFs and Junk Bonds
Every now and then, we prefer to give our clients an extra “peek” behind the scenes of CIA. In a discussion with Dow Jones, our team member Matt Reiner gave some helpful tips about ETFs. Here are Reiner’s Important Tips about ETFs for 2012 and 2013: 1. CIA will remain bullish on global stock markets […]
Dan Clifton Talks Politics and Markets
On September 20th, Dan Clifton visited Atlanta and CIA to talk about the political landscape in Washington and the upcoming Election. If you were unable to attend this presentation, feel free to download Clifton’s slide presentation. Dan Clifton: Governing & Campaign in a De-Leveraging Market
How RIAs Work with You
Investors with complex needs are increasingly seeking out independent advice—and one way to assure you’re getting independent advice is to work with an independent registered investment advisor (RIA). Benefits of working with an independent RIA include: 1. Getting advice based on what’s best for you Most independent RIAs pride themselves on strong personal interaction and […]
How To Develop a Stream of Income for Retirement
So here’s the scenario, let’s say you are about 5-10 years away from retiring. As a future retiree, you may now be weighing your options to determine how you will cover your cost of living and sustain it to enjoy your retirement. You are probably examining your current debt– reviewing where you are with your […]
Capital Investment Advisors: Community Partnerships
There are many events around Atlanta that we love to support at Capital Investment Advisors. As a firm deeply rooted in North Atlanta, we’ve participated in the Heritage Sandy Springs festival for the past two years. We see this as a great way to connect with our neighbors, whether it’s other local business owners or […]
Smart Investing: Knowledge versus Money
Whether you’re a young investor or approaching retirement, many individuals are concerned about the amount of money they are investing versus knowing what to do with it. Knowing what to do with your money is the key, and can prove to be much more valuable than how much you initially have to invest. We spend […]
