Articles
Is Active Or Passive Investing Best? You May Be Surprised
It’s hard to believe, but we’re more than halfway through 2018. So far, it’s been a year of market ups and downs. We’ve endured a
Born Before 1954? Consider the “Spousal Save”
As Capital Investment Advisor’s resident Social Security specialist, I spend a fair amount of time helping people with their benefits filing strategy. Many times, in
2018 Second Quarter Market Recap
All In All, An Okay Quarter Despite Some Continued Choppiness After an unnerving first quarter which saw a 10%+ correction, markets stabilized during the
What Does Your Stock GPS Say?
If you’re looking for a benchmark time to review and revise your long- and short-term investment strategy, midyear is a fine candidate. Right about now
How The Trump Tariffs Could Affect Our High-Flying Economy And Stock Market
As we close out the second quarter of 2018, we wanted to address a common question we’ve been getting from clients, friends, business partners –
How To Head Into Retirement With No Mortgage
“Should we pay off our mortgage before we retire?” This is among the most common questions I get from clients and “Money Matters” listeners (tune
How To Create A Solid And Comprehensive Estate Plan
Over a century ago, Ambrose Bierce wrote, “Death is not the end. There remains the litigation over the estate.” Some things never change. Today, a
What’s Really Going On In The World: Misperceptions About Global Demographics And Economic Trends
It’s interesting how we tend to get stuck in a negative outlook on the world. This is not a criticism of any person or group
8 Habits Of People Who Become Millionaires
It’s the question of the century: How do people become millionaires? My radio callers ask me, my friends ask me, and, heck, even my kids
What You Need To Remember When Navigating Choppy Markets
I recently got a question from a listener to my radio show that I believe is relevant to just about every investor out there. For
How The Retail Life Cycle Is Hitting Stocks
I’ve noticed something about my shopping habits — I’m spending less money in big-box stores and buying more stuff from smaller outfits that specialize in
Inverted Yield Curves Have Been Found To Be Predictors Of Recession
If you’ve heard the term “inverted yield curve” floating around the financial world recently and were left scratching your head, you’re not alone. Inverted yield