Wes Moss Featured On Investment News: An Update On The 4% Rule

Extending Bengen’s research on the proper rate at which to draw down retirement assets using 25 more years of data shows the rule can still work Those of us who have been in the financial advisory business for years can sometimes take established rules of thumb for granted – so much so that the nuances […]

Wes Moss Featured On HowStuffWorks: 7 Warning Signs of a Looming Recession

The No. 1 expense for businesses is employee salaries and hourly wages. When unemployment levels are low, that leads to a scarcity of qualified workers on the job market, which forces employers to offer higher and higher pay. Wes Moss, Chief Investment Strategist with Capital Investment Advisors and host of the weekly radio show “Money Matters,” says that […]

Capital Investment Advisors Expands Footprint In Tampa Bay Area

Capital Investment Advisors is proud to announce the expansion of our firm into the Tampa Bay area. According to Wes Moss, chief investment strategist, partner and senior investment advisor for CIA, “The growth rate outside of Georgia has been tremendous. A big part of that is having substance in other areas and Tampa is the […]

Wes Moss Featured In Bottom Line With Tips On How To Tweak The 4% Rule

How much can you withdraw annually from your investment portfolio in retirement without ever running out of money? For more than two decades, 4% has been the widely accepted rule of thumb, assuming that you have a classic retirement asset allocation of half stocks and half bonds. But with inflation rising, plus the possibility of […]

New Beginnings: Capital Investment Advisors Moves To A New Office

After nearly two decades, Capital Investment Advisors is moving to a new office. It’s the beginning of an exciting new chapter for us. Still, I have so many fond memories of our “old” building. I’ll never forget the first time I walked into the office back in 2008. At that time, it was being prepped for […]

Wes Moss Featured on How Stuff Works – How To Negotiate A Medical Bill

Sky-high deductibles, co-pays, and overall health care costs leave many patients wondering if there’s any wiggle room to be had with often exorbitant medical bills. Surprisingly, the same skills you probably use when haggling at the car dealership can come in handy when struggling to pay health care costs. There’s no doubt that medical bills are steadily going up. […]

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