Capital Investment Advisors

Capital Investment Advisors

Financial Services

Atlanta, Georgia 4,180 followers

Helping Families Find Happiness in Retirement | Retirement Planning | Income-Oriented Investment Portfolios

About us

At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm based in Atlanta with offices in Florida, Colorado, and Arizona that provide our clients with a full range of financial advice centered on portfolio management. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our firm's mission is to help families find happiness in retirement; this includes the clients we serve, the professionals we partner with, and the employees who come into CIA every day to fulfill this mission. Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/

Website
http://www.yourwealth.com
Industry
Financial Services
Company size
51-200 employees
Headquarters
Atlanta, Georgia
Type
Privately Held
Founded
1996
Specialties
Financial Services, Investing, Wealth Management, Financial Planning, Income Investing, Registered Investment Advisors, Certified Financial Planners, and Chartered Financial Analysts

Locations

Employees at Capital Investment Advisors

Updates

  • View organization page for Capital Investment Advisors, graphic

    4,180 followers

    Missed the radio show on Sunday? Catch the week’s episode now as a podcast! Search ‘Money Matters with Wes Moss’ on all platforms. Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta’s legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. https://lnkd.in/eUgF2pXn

    #2 - Tiger Woods, Nick Saban, Bitcoin ETFs, and a Half-Billion-Dollar Pizza

    #2 - Tiger Woods, Nick Saban, Bitcoin ETFs, and a Half-Billion-Dollar Pizza

    https://www.retiresoonerteam.com

  • 🚨 New Podcast Episode Alert! 🚨 We're excited to announce the latest episode of "Money Matters"! In todays episode, Wes Moss and Jeff Lloyd dive deep into the current financial landscape, bringing you clear and actionable insights. From the Federal Reserve's potential rate cuts to the latest inflation trends, we've got you covered. 💡 3 Key Takeaways: - Interest Rate Outlook: Stay tuned for potential rate cuts that could lower mortgage rates and stimulate housing market activity. - Inflation Trends: Energy and food prices are relatively stable, aiding in a slight inflation improvement. - Investment Wisdom: Diversify to protect your investments and consider the long-term impact of political environments on market performance. 🔗 Listen to the episode now wherever you find your podcasts! #MoneyMatters #Podcast #FinancialPlanning #Investing #Inflation #InterestRates #HousingMarket #BerkshireHathaway #Diversification #WealthManagement #ContinuousImprovement

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  • 📢 Exciting News! Our latest episode of "Retire Sooner with Wes Moss," featuring the insightful Christine Moriarty, is now live! 🎙️ Join us as we explore financial behaviors, planning for the future, and finding peace and prosperity in your financial life. 🔑 Key Takeaways: - Understanding Financial Behaviors: Christine Moriarty discusses how birth order and economic upbringing shape financial behavior and risk-taking. Discover how these factors can influence your financial decisions. - Protecting Your Financial Future: Christine emphasizes the importance of freezing your credit, canceling direct mail, and staying involved in financial activities to shield yourself from scams and financial mishaps. - Planning and Prioritizing: Delve into the necessity of long-term financial planning and the significance of having a financial safety net to ease the transition into retirement. 🎧 Listen to the full episode on your favorite podcast platform! #RetireSooner #FinancialPlanning #ChristineMoriarty #WesMoss #PersonalFinance #RetirementPlanning #FinancialSecurity #PodcastEpisode

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  • View organization page for Capital Investment Advisors, graphic

    4,180 followers

    On this weeks epsiode of "Happiest Retirees with Ryan Doolittle" 🎙️ he had an incredible conversation with Jacquie Doucette about life after retirement. Here are some key insights into their conversation: - Preparation is Essential: Financial preparation and planning for the unexpected can greatly impact the quality of your retirement. They discussed the importance of readiness to face challenges and how it ensures peace of mind. - Rediscover Your Passions: Retirement is a unique opportunity to reconnect with hobbies and interests that may have been set aside during your working years. Whether it's sports, travel, or volunteering, finding joy in these activities can lead to a fulfilling retirement. - Purpose Beyond Career: Many retirees struggle with identifying themselves beyond their past careers. It's crucial to embrace a mindset that looks forward and focuses on what you love to do now. Retirement should be about what you want to achieve and enjoy daily. Here's to living life to its fullest, no matter what stage you're in. 🌟 Listen to the episode wherever you find your podcasts! #RetirementPlanning #LiveLife #BeyondRetirement #FindYourPassion #FinancialWellness #PodcastGuest #RetirementLife

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  • A Surprising Lesson For Your Investments Roger Federer’s "It’s Only A Point" revelation, shared during his commencement address to Dartmouth’s 2024 graduating class, reminds investors that perfection is impossible. Subscribe for weekly updates from our team, retirement stories, the latest podcast episodes from the Retire Sooner Team, and more.

    Roger Federer's Success: A Surprising Lesson For Your Investments

    Roger Federer's Success: A Surprising Lesson For Your Investments

    Capital Investment Advisors on LinkedIn

  • Excited to share insights from the latest episode of the Money Matters podcast, where we had an enlightening discussion with Dr. Dawn Carr on retirement strategies and the significance of social connections as we age. Here are three key takeaways to help you navigate retirement with confidence and health: 🔹 Prioritize Social Connections: Dr. Carr emphasized the importance of investing time in non-family relationships. Cultivating trust and vulnerability in these friendships can significantly impact longevity and overall well-being. Aim for in-person interactions with non-related individuals at least once a week to maintain healthy social networks. 🔹 Sustainable Withdrawal Rates: We delved into different retirement income strategies, highlighting the 4% rule as a generally safe approach, while exploring the higher-risk 6% withdrawal rate. Finding the right mix of assets to match your withdrawal needs is crucial for ensuring your savings last. 🔹 Changing Perception of Aging: Dr. Carr challenged common age-related stereotypes, encouraging us to view aging positively. She pointed out the benefits of gaining perspective and reevaluating priorities, underscoring the importance of meaningful relationships and enough resources over extreme wealth in later life. Tune in to the full episode wherever you listen to podcasts! #RetirementPlanning #SocialConnections #FinancialWellness #MoneyMattersPodcast

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  • A Surprising Lesson For Your Investments! Roger Federer played 1,526 singles matches throughout his career and won nearly 80% of them. However, he recently revealed that he only won 54% of the individual points within those matches. To put it another way, one of the greatest tennis players of all time barely won over half the points he played throughout his storied career. Federer’s “It’s Only A Point” revelation came at his commencement address to Dartmouth’s 2024 graduating class and serves as a helpful reminder to investors: perfection is impossible. The stock market has had plenty of bad days and will have more. No plan, strategy, or magic trick can prevent that reality. The key is overcoming difficult moments and staying on track to plan for a happy retirement. https://hubs.ly/Q02FBKh00

    Roger Federer's Success: A Surprising Lesson For Your Investments

    Roger Federer's Success: A Surprising Lesson For Your Investments

    social-www.forbes.com

  • Luxurious Escapes: Top Destinations Loved by Our Team We not only help plan the financial aspect of life-changing, bucket list trips for our happy retirees, we practically pack their suitcases. That’s how important we think travel can be. Subscribe for weekly updates from our team, retirement stories, the latest podcast episodes from the Retire Sooner Team, and more.

    Capital’s Favorite Vacation Spots

    Capital’s Favorite Vacation Spots

    Capital Investment Advisors on LinkedIn

  • Exciting New Episode Alert! In our latest episode of the Money Matters podcast, we delve into the crucial role of time when it comes to saving for retirement. Join host Wes Moss as he has a fascinating discussion with Edd and Cynthia Staton, retired expats living in Ecuador. 📢 Episode Highlights: - The Power of Starting Early: Wes explains how starting to save for retirement early can significantly lower the amount needed to save each month. The sooner you start, the better your financial future will be. - Living Abroad as a Retirement Strategy: Edd and Cynthia Staton share their incredible journey of moving to Ecuador after the 2008 recession disrupted their careers. From automotive and luxury real estate industries to thriving in a low-cost, high-quality lifestyle abroad, they've found a retirement haven. - Retirement Trifecta: Discover the Staton's concept of the "retirement trifecta" which helps retirees lower living costs, improve their standard of living, and grow their nest egg in beautiful, affordable locations like Ecuador, Costa Rica, and Spain. Listen wherever you find your podcasts! #MoneyMatters #RetirementPlanning #FinancialIndependence #ExpatLife #EarlyRetirement #InvestingSmart

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