How to Choose a Financial Planner

When seeking out the services of a Financial Advisor, there are some key rules of thumb you may want to follow. Today, we wanted to give more insight and helpful considerations to consider as you are deciding on if working with a financial advisor is right for you and how to choose. Listed below are […]

CIA Leaders Answer GE Employees’ Tough Questions

The leaders at Capital Investment Advisors frequently speak at corporate events around Atlanta, offering employees a chance to ask their most pressing financial questions. This week, Wes Moss and Mitch Reiner hosted a financial education session for the employees of General Electric. We were able to get a few snapshots of our Investment Strategists in […]

Income Investing: Master Limited Partnerships

As we continue our discussion on Income Investing opportunities, today we want to discuss MLPs, otherwise known as Master Limited Partnerships. By definition, an MLP is a type of limited partnership that is publicly traded. With this type of partnership there are two types of partners. Partner A: The person or group that provides the […]

3 Things You Should Know About Hiring an RIA

Over the next few months, we want to empower our clients, friends, and associates with the knowledge of how Registered Investment Advisors, like ourselves, operate. Based on questions we often receive from Money Matters, through our website, Facebook, and other sources, we narrowed down the top three questions we commonly get asked. How do RIAs […]

CIA Featured in National Charles Schwab Campaign

Here’s a video clip of our Chief Operating Officer, Mitch Reiner. In this video, Mitch is representing Registered Investment Advisors across the United States in this national Charles Schwab campaign. Click the video below to learn more or download free PDF files that explain the advantages of choosing a Registered Investment Advisor at this link: […]

Income Investing: ETFs

When discussing options for Income Investing, we often reference ETFs or Exchange Traded Funds. In this post, we want to take the opportunity to discuss five of the key features for ETFs. We found this excellent infographic that gives a detailed explanation of how it works on mint.com. And here’s the top tips to remember: […]

3 Reasons Why Income Investing Matters

Income Investing is a concept that many savvy investors are familiar with. And many of our clients know that this is our approach at Capital Investment Advisors. Here’s a few quick reasons on how and why we focus on generating income for our clients. First, we focus on income investing in using three primary methods: […]

What is an RIA?

A registered investment advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients, many of whom are affluent. Many independent RIAs work with complex portfolios and address unique needs that require a highly customized level of investment management strategy and consultation. Many independent RIAs are owned by the individual advisors […]

Wes Moss represents CIA in social media for charity competition

Social Madness is a one-of-a-kind corporate media challenge that measures the growth of a company’s social presence. It’s an initiative of American City Business Journals (via the Atlanta Business Chronicle), the country’s largest publisher of local business news, and presented by Spark Business from Capital One. The competition begins June 1 in Atlanta and 42 […]

A Quick Blurb on Commodities

Last summer, when markets experienced a correction, so did commodities, specifically oil. The influence oil has on our country and the equity markets has grown substantially over these past couple of years. Whether it is more on a sentiment front, as oil prices rise, consumers and corporations pull back, due to higher prices at the […]

A Retiree’s Guide to Inflation

This guide breaks down where inflation shows up, how it compounds, and considerations to help protect your income.

retiree guide to inflation

101 Trips to Take in Retirement: A Guide to Exploring More, Your Way

Discover destinations worth every mile. You’ve earned the time. Now make the most of it.

From First Job to Retirement—Plan Smart

Your free decade-by-decade guide to building a confident, fulfilling retirement.

Your Retirement Guide

101 Tips for a Smooth Transition