CIA Newsletter – Q4 2009

Revamping The Happiness Quiz: New Questions Answered

Posted on May 9, 2022

I have written two books and many articles about the differences between happy and unhappy retirees, the accumulation of which… Read More

Women Are Part Of The Financial Equation

Posted on May 2, 2022May 2, 2022

As a financial advisor, I can say without hesitation that in 60 percent of my meetings, the person sitting on… Read More

Taking Advantage Of The Coming Great Wealth Transfer

Posted on April 29, 2022May 1, 2022

What would you do with an unexpected gift of $220,000? Inversely, what would a $220,000 contribution from you mean for… Read More

Capital Investment Advisors’ Wes Moss Named to 2022 Best-In-State Wealth Advisor List

Posted on April 22, 2022April 22, 2022

ATLANTA – April 20, 2022 – Today, Capital Investment Advisors is proud to announce that managing partner and Chief Investment… Read More

Secrets To A Happy Retirement: Give Yourself Permission To Travel

Posted on April 12, 2022April 27, 2022

The past two years have led to so much rescheduling that even my postponements have postponements. I call them COVID… Read More

When Does It Make Sense To Pay Off Your Mortgage Early

Posted on April 12, 2022May 1, 2022

To pay or not to pay? As much as I try not to invoke Shakespeare when weighing financial decisions, that… Read More

Q&A With Wes Moss: Roth Conversion And Diversification

Posted on March 29, 2022May 1, 2022

In addition to my radio show, “Money Matters,” which airs weekly on News 95.5 and AM 750 WSB radio, I… Read More

CIA Ranked 8th On Magnify Money’s Best Financial Advisors in Atlanta: Fees and Services

Posted on March 29, 2022March 29, 2022

CIA, among other Financial Advisors, was recently named the 8th Top Financial Advisor in the Atlanta area by Magnify Money!… Read More

Wes Moss Featured In MarketWatch Article: ‘Where Should I Live And What Am I Going To Do?’ Retirement Advice We’re Not Getting From Financial Advisers

Posted on March 29, 2022March 29, 2022

Investment performance is important, but there’s so much more Retirement is one of the Top 10 most stressful life events,… Read More

Wes Moss Featured In Reader’s Digest Article: 15 Things You Won’t Hear Money Professionals Say

Posted on March 22, 2022March 22, 2022

Wes Moss, among others, was recently interviewed by Reader’s Digest. Here is what they say people skillful in managing their… Read More

Wes Moss Featured On The Money Guy Show: What the Happiest Retirees Know That You Don’t

Posted on March 16, 2022March 22, 2022

Wes Moss joins Brian Preston and Bo Hanson to share what makes for a truly happy retirement and details from… Read More

The Russia-Ukraine Conflict And Economic Anxiety

Posted on March 14, 2022May 1, 2022

It has been a tough few weeks watching the Russia-Ukraine conflict unfold. First and foremost, this is terrible for the… Read More