Articles
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
Life In Lockdown For Happy Retirees
The lockdown lifestyle of COVID-19 has not been easy, to say the least. We’ve all had to learn to adapt to a new way of
Let’s Keep a Distance Without Becoming Socially Isolated
You know what phrase I’m tired of hearing? “Social distancing.” This term is unhelpful and promotes dangerous isolation from friends, families and acquaintances. I prefer
DIY or DI Don’t when it comes to investing
Amid the COVID-19 economy, a tremendous divergence has emerged between the economics for different companies. We could categorize them in two groups, the “haves” and
Investing in Gold During the COVID Economy
Maybe I listen to too much financial radio, but I’m getting tired of the frequency and questionable claims of commercials hocking gold. Some of them
Money Matters Special – Signs of Economic Life in the Coronavirus Economy
Wes takes calls and discusses what has happened over the last 6 weeks and how we’re starting to see signs of economic life. Covid-19 Disclaimer: