Articles
You Don’t Have To Work Forever, But You Can Use Your Talents
My two favorite topics are retirement and longevity. Maybe it’s really just one favorite topic, retirement longevity. One of my favorite stories on this topic
How to Join & Participate in our YouTube Live Events
At Capital Investment Advisors we enjoy hosting live events for our families, whether they are in person or online. Please use this Q&A page for
Capital’s Reading List: Mitch Reiner’s Book Picks
In continuation of our reading list series, we’ve asked Managing Partner and Senior Investment Advisor Mitch Reiner to share his top-ten favorite books of all time. In no
How To Plan For An Unexpected Retirement
An unexpected retirement can upend even the best-laid plans. Here’s how one client faced it head-on. I have a client who’s a fantastic guy. He’s a
A Conversation With Fidelity – How Investors Have Adapted To Change During The COVID Economy
Wes Moss is joined today by Fidelity branch leaders, Ryan Seward and Kelly Keith, to give insight into investor sentiment during the COVID economy, how
New Required Minimum Distribution (RMD) and 401(k) Rules For 2020
As an investment advisor and CERTIFIED FINANCIAL PLANNERTM with Capital Investment Advisors, I get to hear a variety of financial concerns on the daily. Recently, those
Capital’s Reading List: Our Favorite Investing Books
We may have turned the corner into August, but there’s still plenty of time to add books to your summer reading list. You may have
Why The S&P 500 Is Less Diversified Than You Might Think
Right now, the American economy is like an F-22 Raptor fighter jet — only without 100% of its weapons in operation. It’s still the best
If You’re Weighing Lump-Sum Payout vs. Pension, Use 6% Rule
Market volatility is one of the biggest sources of stress for new and soon-to-be retirees, and it shapes a decision that comes up again and
Retirement in 2020: The COVID Economy and Income Investing
A client I’ve worked with for some 18 months recently asked me if COVID-19 would derail her retirement. She had wrapped up her career earlier
What Are Core Pursuits?
“I found out retirement means playing golf, or I don’t know what the hell it means. But to me, retirement means doing what you have
7 Questions To Ask Yourself If Lockdown Tempts You To Retire Early
Phil and Sharon stopped going to work a couple of months ago. This 50-something North Atlanta couple now spend most of the day enjoying each
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