Articles
Why You Should Invest In Companies Not Just Stocks
Roughly five hundred well-established U.S. companies comprise the S&P 500. Each one is held under a microscope every second of every day. Probing eyes scrutinize
Inflation: Why We Are Where We Are & A Look Back At Inflationary Periods Throughout History
I went nearly a decade without eating breakfast. Whether I had a radio show to do or a client to advise, it just wasn’t part
Understanding The Different Generations With Chris De Santis
Every generation thinks they’ve got it all figured out. The same kids who rebelled against their parents by listening to the “sinful” rock and roll
Holly Evans Mallory At Capital Investment Advisors Earns IACCP® Designation
[Atlanta, August 22, 2022] – Capital Investment Advisors’ Holly Evans Mallory has earned the designation of Investment Adviser Certified Compliance Professional® (IACCP®). The designation, which
Finding Your Core Pursuits – A Primer on Finding Your “Hobbies on Steroids” in Retirement
Congratulations, you’re retired!! All your hard work, savings, and financial planning have gotten you to this point, and now it’s time to kick back and
What The Happiest Teachers Know About Retirement
Teachers impact more lives than almost any other profession. Whether you are one or know one, it’s highly likely that you’ve been significantly impacted by
How To Plan For Retirement As A Solo Ager
If you’re a solo ager — on your own due to being single, divorced, or widowed and trying to determine how your finances are going
“Hobbies On Steroids” Key To Retirement Happiness
After studying and researching the happiest retirees for decades, our team is always on the lookout for real life stories from the happiest retirees. Our
Top 5 Critical Things About Stocks And Finances To Pass Along To Adult Children
I love when clients, investors, and listeners of the Money Matters radio show and the Retire Sooner podcast reach out with questions for Wes and
Client Spotlight: The Story Of How Two Happy Retirees Played At Carnegie Hall
How do you get to Carnegie Hall? I always took 7th Ave but it never got me onto the stage. Making it that far requires
Value Investing Holding Up In Choppy Waters
Apprehension abounds for people trying to save for a happy retirement. Inflation is stubbornly persistent, and stock prices have been downright depressing. The U.S. consumer
Divorce And Finances: Important Steps To Take
It’s one of the most difficult experiences to go through, but almost half of married couples in the United States find themselves facing divorce. Whether