Capital Investment Advisors

Retired or not, as we age we need to meet with an advisor who will help us think about how to include others in our financial planning. Investment Advisor, Michael de la Garza explains how to protect yourself with a POA.

It seems like the whole world is tied up in a knot of worry about today's election. Our Chief Investment Strategist and Partner, Money Matters with Wes Moss, explains why he believes that as investors in the U.S. economy, we all have work to do regardless of the headlines.

When new clients come in for a portfolio checkup, what typically needs to be addressed? In this episode of Advisors At Home, Investment Advisor Everett Wilkerson discusses different aspects of a portfolio that he reviews. Watch and Follow our Advisors At Home series on YouTube! ... https://youtu.be/PyK04oEgqLc See more

Which bucket of stocks would you own for the next decade? On Sunday's episode of Money Matters with Wes Moss, Wes took listeners through the investor "Bucket Test," and discussed the difference between investing today vs. tomorrow. https://bit.ly/3237ppi

In this week's AJC, Money Matters with Wes Moss discusses the importance of systematically rebalancing your portfolio and why it may be one of the most underrated strategies in investing.

This year, we brought out our best carving tools for a pumpkin carving contest! Check out some of our fun creations. Which one is your favorite?

Today's retirement tip

In this episode of Advisors At Home, Investment Advisor Adria DeMeo explains how Registered Investment Advisors (RIAs) work and how they act on the investor's behalf. Watch and Follow our Advisors At Home series on YouTube! https://youtu.be/Ob23VGCQt2A

Join our Chief Investment Strategist Money Matters with Wes Moss on Facebook Live (or YouTube) with AJC today from 4-5pm for the AJC's Aging in Atlanta event. This is a free virtual event anyone can attend. AJC is facilitating conversations on the topics important to aging in Atlanta such as money, health and Medicare. This program features local experts who will share their knowledge on topics that matter most to you including Get details and register here: www.ajc.com/agingevents

As Chris Pataky from our Denver office says, "When it comes to retirement, consistent and steady wins the race." Early-stage entrepreneurs tend to focus solely on reinvesting back into their business, which makes complete sense. They view a dollar invested into their endeavor as a potentially higher payoff than a dollar sitting in the bank. In the short term, it seems much more exciting than stocks and bonds. What advantage could there possibly be in using traditional retirement channels to plan for your future?

What are the markets foreshadowing when it comes to the 2020 presidential election? On Sunday's episode, Money Matters with Wes Moss discussed how market returns behave under different political combinations and an investment strategy you can follow during volatile times.

In this recent AJC article, Money Matters with Wes Moss weighs in with a positive outlook despite the recent survey released by MoneyRates.com.

Our clients, Mac and Carol, are a great example of what preparing for a happy retirement looks like. Read about their trip to Kenya and Tanzania and how they made it their goal to travel in retirement in the excerpt below. "My wife and I love to travel so traveling was at the top of our list for what we wanted to do in retirement. With the professional help and guidance of Bryan Rea, our financial advisor, my wife and I have been able to take several fantastic trips since we ...retired, both domestically and overseas. All incredible, all wonderful! All worth investing in our retirement account for many years. The best trip so far was our three-week African safari to Kenya and Tanzania which we took with 9 other friends. Two of those friends were co-workers of mine with whom I used to sit in our company’s break room for 25 years wistfully discussing winning the lottery so we could take an African Safari together with our spouses. As it turned out, we found ourselves all retired at the same time and with traveling funds from our retirement accounts at the same point in our lives. We scheduled the African safari trip together and it turned out to be one of the most memorable times of our lives. Trying to pick a favorite picture to represent that trip was extremely difficult - like trying to pick your favorite child. But I finally decided on the picture my wife took at dusk one day of an elephant herd returning home across the plains in front of Mount Kilimanjaro in Tanzania. Kilimanjaro was just shyly peaking out from behind some cloud cover that day but it still provided a striking background for the lovely, gentle giants as they marched across the plains. This was just one of many, many memorable sights we saw on this incredible trip. - Please note: Mac and Carol gave us permission to use this photo.

In this episode of Advisors At Home Tom Moore, Partner and Senior Investment Advisor, answers an inheritance question from a Money Matters listener. The listener shared: I am 80 years old. My wife and I plan to give an inheritance to our family before we die. What percentage do you think we should give each year? Watch below for more insights and see more from our Advisors At Home series on YouTube: https://bit.ly/320hMsT