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e focus exclusively on investment management and specialize in income-oriented investing. We’re not “active traders,” we’re active managers of your wealth. Our philosophy is to provide personalized investment management to meet long-term goals in a style that considers all client objectives and expectations. Our strategy for you will be carefully crafted to fit your unique circumstances. Wherever you want your money to take you, the multi-faceted CIA professional staff will use its expertise in investments, taxes, real estate and small business operations to help you get there.
Wes Moss Named to Barron's Top 1,200 Financial Advisors. Click here to read the article from Barron's on top advisor rankings.
Matt Reiner was asked to share his thoughts about PIMCO in this Fox Business report.Read more...
In this article, Wes Moss discusses his perspective on the net worth of U.S. households.Read more...
ATLANTA – March 19, 2014 – Capital Investment Advisors today announced that Wes Moss, Chief Investment Strategist, has been named to Barron’s list of America’s Top 1,200 Advisors: 2014. Mr. Moss is ranked among the top 20 money managers in the state of Georgia, and Capital Investment Advisors is one of only three RIAs listed.Read more...
“If you have kids later than age 45, you're probably extending your possible retirement date by six to 12 months for every year older than 45 you are when you have them,” says Wes Moss to Bloomberg. When it comes to savings goals, many financial planners stress that saving for retirement trumps saving for your children's college.Read more...
“Save for yourself, and earmark it for education." That's what Mitchell Reiner told the New York Times in a recent interview. This was in response to how parents should decide on how to prepare for their child's education.Read more...
You might need to consolidate multiple 401(k) plans into a managed IRA to achieve your personal goals. You may also reposition your investments from growth stocks into income investments, real estate or dividend stocks.
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You may need to generate income from investments and have a personalized equity portfolio that reflects retirement cash flow needs while also considering growth to counter the effects of inflation.
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You may need supervision and management of your firm's SEP, 401(k) or profit sharing plans, or guidance on selling your business and retiring.
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