Articles
Washington’s Recent Policy Moves Are Driving The Markets
The epicenter of American business has long been marked by the giant bronze bull statue in the middle of Wall Street in New York City.
Steps You Can Take During Your Career To Boost And Protect Your Social Security Payments
I’m a big believer in funding retirement with multiple income streams. Your retirement nest egg will last much longer if it’s swaddled in money from
Risk-Free Investments Don’t Exist: The Key to Building a Healthy Portfolio
Investors know the adage that diversification is crucial to maintaining a healthy portfolio. But did you know it may also be critical to your health? A sudden
5 Mistakes To Avoid As You Prepare For Retirement
For many Americans, the question, “Are you prepared for retirement?” prompts dread. Even the most prudent planners worry that their post-work journey will take unforeseen
3 Traits Of The Happiest Retirees
I am fascinated by what makes the happiest retirees tick. Early in my almost 20-year career as a Certified Financial Planner, I realized that many
2018 First Quarter Market Recap
A Wild Ride Results in a Negative First Quarter The first quarter began as 2017 ended: a steady ascent higher with limited volatility. January
Figure Out Your ‘Rich Ratio’ To Help Plan For Retirement
There are myriad philosophies on how to achieve financial stability and ensure a happy retirement. Some are more complex than others, and most have their
Happy Retirement Without Millions In The Bank
Here’s a question for you. What’s the No. 1 thing people want from their retirement? Got your answer? If you said financial security, that’s a
5 Financial Checkpoints to Follow When You’re Going Through Divorce
The topic of divorce is a hotbed for great comedy – movies, stand-up routines, one-liners, you name it. What’s typically at the root of any
The New Verdict on the 4% Rule for Retirement
After two decades of financial media bashing, is it time to revive common retirement beliefs? Recently, the Wall Street Journal caused a stir with an
Do Bonds Still Help When Stocks Fall?
In the wake of the recent market correction, several callers into my Sunday morning radio show, “Money Matters” on WSB Radio, have asked whether bonds are
Capital Investment Advisors Announces Office Expansion At Sandy Springs Tower
Capital Investment Advisors was recently highlighted in the Atlanta Business Chronicle announcing an office move to Sandy Springs Tower by Q4 2018.