Articles

What Happened To Silicon Valley Bank?
As Robert Sanders, Co-Chief Investment Officer at Capital Investment Advisors, recently said on my Money Matters radio show, the number one job of a bank

A Random Walk Down Wall Street with Burton Malkiel
Doctor Burton Malkiel is a living legend! His all-time classic, A Random Walk Down Wall Street, is widely regarded as one of the most influential

Be On Guard: Protect Yourself From Fraudsters Impersonating Employees Of Schwab & Fidelity
A recent phishing scam has deceived clients by email or phone call from a fraudster pretending to work for Schwab or Fidelity. This happened to

Saving vs. Investing: One Small Shift to Make a Two Million Dollar Difference
Sufficient funds may not be the only ingredient in the happy retirement sauce, but there’s a reason the recipe calls for it. Of course, you

The Perils of Market Timing
Making money is hard. Even though I’ve been fortunate to meet many of my financial goals, I still feel a sense of accomplishment and relief

Client Spotlight: Rafting the Colorado River Through the Grand Canyon in Retirement
When you spend most of your time helping folks plan for the happy retirements they deserve, it’s rewarding to stop and enjoy the ones who

Retire Sooner Reading List
Any author will tell you that self-promotion is a vital muscle to develop. You pour your heart out, scribbling ideas before heading to the office,

10 Things Investors Should Know About Secure Act 2.0
Secure Act 2.0 has now been put into law as an expanded version of the SECURE Act of 2019. Below are some of the highlights

Falling in Love with Dividends
Dividends are a way for a company to return some of its profits to shareholders. They’re cash payments that certain companies give to investors. Each

Client Spotlight: A Happy Retiree’s Bucket List Trip to the Cathedral of Siena
One of the most rewarding aspects of working in portfolio management and retirement planning is seeing positive results in real-time. At our firm, we believe

IRAs for Education
The cost of living has been rising, and college tuition is no different. With that harsh reality, folks have had to find creative ways to

101 Retirement Tips
My team at Capital Investment Advisors put together a guide with 101 retirement tips that can help you prepare for and/or help you navigate retirement.
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