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 […]

On September 8th, 2023, 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 2023 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 […]

On September 8th, 2023, Atlanta Business Chronicle ranked Capital Investment Advisors #17 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 2023 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 […]

Wes Moss Featured in WebMD

Recently Wes Moss was featured in the WebMD article “Beyond Finances: Other Types of Retirement Planning” where he shared his insights on building a retirement fund. In planning for retirement, you may have contributed to a 401(k), met with financial planners, and created a budget to make sure you could afford to leave the workforce. But […]

Wes Moss Featured in AARP

Recently Wes Moss was featured in the AARP article “Why More Retirees Are Going Back to Work” where he shared his insights on how working will affect Social Security, Medicare and pension benefits. After Ray Hurtado of Haverford, Pennsylvania, retired eight years ago from his job at a health care company, he began thinking about […]

Capital Investment Advisors, a $4+ Billion Atlanta-based Registered Investment Advisor (RIA), Acquires Established Atlanta Accounting Firm

ATLANTA – June 27, 2023 – Today, Capital Investment Advisors, LLC (CIA) announces its acquisition of Capital Accounting & Tax, LLC (CAT), a full-service accounting and tax services firm in Atlanta, Georgia. The firm, which opened in 2009, offers a myriad of tax and accounting services that will complement the investment and financial planning services […]

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