Articles

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.

Stock Market Roller Coaster Is Back

As most of us know from the flood of news coming out of Wall Street, the Dow Jones industrial average recently took a 1,600-point tumble

When Financial Analysts Fight, What Can We Learn?

The Dow Jones has already blown through several new round numbers in 2018, and investors are right to feel on edge. Folks are likely wondering

Georgia Taxpayers Must Do Math Before Picking Deduction Path

During my research, however, I discovered a small yet impactful tax change that could adversely affect hundreds of thousands if not millions of taxpayers —