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… Read More
Wes Moss Featured in AARP

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… Read More

Client Spotlight: Barbi’s Cowgirl Escapade & Living the Colorado Dream

We’ve all got that dream that’s been creepin’ and crawlin’ around in the back of our minds for years. Perhaps… Read More
filing early for social security

Filing Early for Social Security Benefits: Avoid This Misstep in Your Retirement Planning

Saving Grace, The Early Filing Bear Trap As Capital Investment Advisor’s resident Social Security specialist, I spend a fair amount… Read More
Three Things You Might Not Know About Markets . . . That I Think You Should

Three Things You Might Not Know About Markets . . . That I Think You Should

Investing is an endeavor of patience and perspective, two virtues not shared by the hurried world. The twenty-four-hour news cycle,… Read More
The Happiest Retirees Podcast: Ready for Launch

The Happiest Retirees Podcast: Ready for Launch

Ten years ago, I found myself sitting in my car talking to a financial advisor. I wasn’t trying to move… Read More
Core Pursuits: Hobbies on Steroids

What the Heck is a Core Pursuit?

I spend a lot of time thinking about retirement. Not so much mine, although I should. No, my focus is… Read More

Why We Believe The 4 Percent Rule Is Here To Stay

Suze Orman is at it again!  In a 2023 interview for Moneywise, she took aim at the 4 Percent Rule.… Read More
Participation vs. Perfection: A Study on Investment Success

Participation vs. Perfection: A Study on Investment Success

Days of Thunder: Driving Through the Scary Headlines  There have been far too many scary headlines lately. The most alarming… Read More