Articles
Client Spotlight: A Happy Retiree Couple’s Journey Along The Appalachian Trail
My job is to help folks find a path to happiness in retirement. Time, experience, and curiosity have accumulated into knowledge that I try to
3 Financial Habits Of Happy Retirees
Several different categories of preparation are required to find happiness in retirement, but let’s be honest—the financial one is huge. If you don’t have enough
Market Crisis or Opportunity? Finding the Silver Lining
Typically, the stock market dominates headlines while the bond market receives little attention, but that is not the case in 2022. The S&P 500 Index
The Power Of SWAN (Sleep Well At Night): Things Investors Should Keep in Mind
The swan is synonymous with beauty. We all love the fairytale about the ugly duckling who grows up to become a handsome swan. What might
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