Wes Moss ‘What Makes A Happy Retiree’ Interview On TRSGA’s ‘Your Retirement In Focus’ Podcast
The Retirement System of Georgia podcast host, Everett Crockett talks to Wes Moss, a seasoned financial professional, best-selling author, podcaster, and teacher. Wes discusses the top 3 financial habits of the happiest retirees and much more! How do events such as marriage, divorce, kids, location, hobbies, and income streams impact your happiness? Capital Investment Advisors’ […]
Predictions for the Market in 2023
If 2022 felt painful, it’s because it was. There is no use sugarcoating the profound challenges investors endured. A traditional balanced portfolio with 60 percent in stocks and 40 percent in bonds had its worst performance since 1937. Not even the 2008 global financial crisis or the inflationary bear market of 1973-1974 matched its agony. […]
Capital’s Favorite Holiday Recipes To Fill Your Table
The lights are up, the ornaments are hung, and although Home Depot has displayed Christmas decorations since well before Halloween, the official holiday season is finally upon us. Assuming the Thanksgiving feast has had time to digest, we wanted to help you gear up for some delicious yuletide gluttony, so we’ve asked our team to […]
Capital’s 2022 Summer Reading Favorites
‘Tis the season for bathing suit lamentations, swimming pool relaxations, and spousal thermostat negotiations. Yes, summer is here! This year we not only wanted to get a jump on the summer reading recommendations, but we wanted to widen the scope of the brain trust by asking some of the other offices and cities in the […]
The Violence Of Economic Recoveries And The 30-For-30 Can Leave Market Timers Behind
A few weekends ago I was shopping for pancake mix at the grocery store with my 10-year-old son, Jake. The day prior, the Standard & Poor’s 500 index had officially hit the negative 20% mark. As I strolled past the newspaper rack, my maple syrup-soaked daydream was abruptly interrupted by the headline in bold, Times […]
A Painful Start To 2022 For Investors. Is Relief In Sight?
2022 has proven to be a difficult year thus far. If it feels like it’s been a volatile year for stocks, it’s because it has been. Nearly 90% of all trading days in 2022 saw markets move at least 1% or more in either direction. For some context, in 2017 this occurred on fewer than […]
Revamping The Happiness Quiz: New Questions Answered
I have written two books and many articles about the differences between happy and unhappy retirees, the accumulation of which required countless hours of surveys and analysis. I got into the statistical weeds because I wanted to know the details behind happiness in retirement. Like most financial advisors, I had a strong curiosity to discover […]
The Russia-Ukraine Conflict And Economic Anxiety
It has been a tough few weeks watching the Russia-Ukraine conflict unfold. First and foremost, this is terrible for the Ukrainian people. I can’t even begin to comprehend the hardships to come. My thoughts are with them as they struggle to find the peace they knew only a short time ago. The world is indeed […]
Seven Themes For A Changing World
If I had told you in January of 2020 that a devastating pandemic was about to descend upon the world, leading to 5 million deaths — over 800,000 in the U.S. — and that it would still be front-page news heading into 2022, your U.S. stock market performance predictions would likely have been gloomy. Incredibly, […]
Averages Matter More Than Headlines When Looking At Market
When it comes to investing, scary headlines can steal the spotlight and blind us to the reality of fundamental and historical trends. While copy editors may not agree, the true breaking news is that there is amazing power in simply understanding the average rates of decline and return for stocks over 10, 40 and even […]
