On September 16, 2024, Barron’s listed Capital Investment Advisors, LLC (“CIA”) as #73 of Top 100 RIA Firms
On September 16, 2024, Barron’s listed Capital Investment Advisors, LLC (“CIA”) as #73 of Top 100 RIA Firms. Rankings were based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. CIA […]
On August 16th, 2024, Atlanta Business Chronicle ranked Capital Investment Advisors #14 on their Atlanta’s 25 Largest Financial Planning & Advisory Firms list
We are excited to announce that Capital Investment Advisors has made it on Atlanta Business Chronicles 2024 Atlanta’s 25 Largest Financial Planning & Advisory Firms 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 […]
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 […]
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 […]
Wes Moss Featured in Yahoo Finance
Recently Wes Moss was featured in the Yahoo Finance article “Soaring number of Americans are now 401(k) millionaires” where he shared his insights on saving for retirement. A hot stock market lifted more retirement accounts to new heights in 2023, Fidelity says. Sweet 401(k) balances. The number of folks with $1 million or more saved […]
Wes Moss featured in Atlanta Magazine’s Annual Atlanta 500
ATLANTA (January 30, 2024) —Atlanta magazine released its sixth annual special publication, The Atlanta 500, recognizing the 500 most influential business and civic leaders in Atlanta. The list also includes dozens of leaders whom the magazine has deemed as “Legends.” The Atlanta 500 recognizes the most influential Atlantans— including not only corporate CEOs, but also […]
Wes Moss Featured on The Stacking Benjamins Podcast
Wes Moss recently made a captivating appearance on The Stacking Benjamins Podcast, delving into 5 Things You Should Know Before You Retire. What do the happiest retirees share in common? What are some of the steps you can take to get ready for retirement before you actually reach your number? Wes joins Crystal Hammond from […]
Wes Moss Featured on The Bigger Pockets Podcast
Wes Moss recently made a captivating appearance on The BiggerPockets Money Podcast, delving into finances in retirement. The episode goes beyond the surface, engaging in a much deeper discussion with Wes about what he thinks a happy retirement looks like and some key things that may help you work toward a satisfying retirement life. You […]
