Articles
What Everybody Ought To Know About Asset Allocation
There’s no exact dictionary definition for Asset Allocation. It’s Finance 101 jargon, sure, but it’s also essential for portfolio health and few really understand it. The
How To Set Up Your Retirement To Be Happier
The only thing worse than having no money is having all the money in the world and no idea what to do with it. This
Dividends Can Be Powerful — Here’s How
I’m a committed advocate of income investing — of buying assets that throw off income that can be reinvested while you are growing your nest
Politics Aside, The 2018 Tax Cuts Are Working
It’s been nearly nine months since President Trump enacted the Tax Cuts and Jobs Act. So, how has this major tax overhaul impacted the economy
New Beginnings: Capital Investment Advisors Moves To A New Office
After nearly two decades, Capital Investment Advisors is moving to a new office. It’s the beginning of an exciting new chapter for us. Still, I
The 5 Most Important Items To Address Before Retirement
Retirement is an exciting time, full of possibilities. If you want to make the most of this potentially magical life stage, it’s important to be
How Religion Fits Into Retirement Happiness
Much of our happiness in retirement discussion has been around putting into practice solid financial principles. From nest egg sizes and withdrawal rates to tips
Direct Your Attention To Market Cap Over Per-Share Price For The True Measure Of A Company’s Value
Riddle me this: Why would a stock that costs $100 per share be worth less than another stock that’s trading at $20 a share? The
News Headlines Have Been Celebrating The Longest Bull Market In History – What Should You Do Now?
Here we are, in the longest bull market of all time. Over recent days, the most popular headlines are celebrating this milestone as a terrific
Why I Believe Everyone Needs Their Own “North Star Statement”
The secret to achieving our goals is often described in terms of a journey. If you don’t know where you’re going, you’ll never get there
How The 6 Percent Rule Can Help Your Pension Payout Decision
Those of us who are fortunate enough to have an employee pension may face a difficult question one day — do we take our money
The Economics Behind The Trade Fight With China
While it’s difficult to leave politics at the door when talking about tariffs and the trade fight with China, I want to step away from