Articles

Rebalancing Is Unheralded Superhero Of Investing
My kids and I love the Avengers, and we’ve watched all the movies. Every single one of them. Unlike my friends with all daughters, as
How To Plan For Retirement As An Entrepreneur
Every day in the United States, a small percentage of courageous and innovative individuals hop off the corporate carousel and step into the world of

What Leadership Looks Like During The Pandemic
In the waning days of World War II, British Prime Minister Winston Churchill joined with President Franklin Roosevelt to seize a unique opportunity. The devastation

Why Unheralded Power Of Dividends Deserves Attention
If stock dividends had their own headline, this might be it: Dividend income ignored due to pricing in cents. Let me start with a quick

The Power Of Investing In Dividends
Generating Income from Stock Dividends vs. Bond Interest If there’s ever a chart to remember as an investor it’s this one. This is not a

Why The Vanderbilts Should Inspire You To Create An Estate Plan
Cornelius Vanderbilt was among the richest Americans ever to have lived. Born in 1794, he built his fortune on railroads and shipping. To put his

Happier Marriages in Retirement with Dr. David Woodsfellow
Today we are joined by Dr. David Woodsfellow, a clinical psychologist, to discuss the keys to maintaining a healthy marriage in retirement. Dr. Woodsfellow is

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
I have a client who’s a fantastic guy. He’s a veteran and recently retired commercial airline pilot. I’ve been working with him for a while,
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
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