4th Quarter Client Newsletter

  Each quarter, our Investment Committee sends out a newsletter to clients with topics of interest to the investment community.… Read More

A Useful Tax Calculator

Do you really know your effective tax rate? Our team says ‘Don’t be so sure.’ When we think about the… Read More

CIA Upcoming Events

Here’s a few upcoming events about the investment environment and managed portfolios for 2013. Our team will be participating as… Read More

Fiscal Cliff: Results Are In

A few weeks ago we shared the outlook on what to expect from the results of the Fiscal Cliff. Now… Read More

Our 2013 Economic Wish List

Every year, our Investment Committee comes up with a list of wishes on how we hope things with go with… Read More

Capital Gains Tax – What To Expect

Yes, it’s true. In 2013, the capital gains tax will increase. The law has been passed and the course has… Read More

Income Investing: Energy MLPs

As a firm that believes in the value of Income Investing, we’ve previously discussed some of the types of investments… Read More

How Do Fee-Only Advisors Charge?

At Capital Investment Advisors, we are a fee-only firm. Specifically, our management fees are annual and billed quarterly to our… Read More

Wes Moss’s Commentary on Post Election Expectations and the Fiscal Cliff

With so many questions unanswered about how the recent presidential election will affect our personal finances, economy, healthcare, fiscal policies,… Read More