Articles

Wes Moss Interview With David Bach
David Bach is one of America’s favorite financial professionals. He is the author of The Automatic Millionaire and eight other consecutive – NEW YORK TIMES
How Sears Went From The ‘Amazon Of Its Time’ To Financial Ruin – A Lesson For Investors
Americans don’t shop at Sears anymore, but the once-mighty catalog retailer has one more product to deliver – a lesson for investors. That lesson: No
“Living Near, But Not With, the Kids”: And, Other Important Rules for Retirement Happiness
Considering the decades of financial and emotional investment parents make into their kids, it’s no surprise that, even in retirement, parents’ levels of happiness are
While Uncomfortable, Stock Market Corrections Can Often Be The Best Time To Invest
Imagine you’re at the beach. You’re in the ocean, and you have a beach ball. Now, imagine that you take that ball and push it
When It Comes To Investing, How Much Risk Is Too Much?
This has been a nerve-jangling month for many investors. Still, not everyone reacts exactly the same to selloffs and bad news about the market. Risk
How Much Americans In Their 50s Have Saved For Retirement
Heading into your 50s, you likely have a keen eye on your retirement savings. After all, you’ve been working for close to three decades, and
2018 Third Quarter Market Recap
Stock market volatility returned with a vengeance this week, and anytime we see a 5% drop for stocks in a matter of days, we understand
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
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