Articles

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.

Stop Working When You Reach 25x In The Bank
Preparing for retirement is like figuring out an equation. Even if you know most of the variables, you can’t find the answer until solving for

Predictions for the Market in 2023
If 2022 felt painful, it’s because it was. There is no use sugarcoating the profound challenges investors endured. A traditional balanced portfolio with 60 percent

How to Retire in 2023
It’s a new year, and with it comes new opportunities for people all over the country to set retirement goals. Financial gurus and critics tell

Answering Listener Retirement Questions: 100% Stock Portfolios, Converting IRA Money into a Roth IRA, and Tax Loss Harvesting
As host of the Money Matters radio show and Retire Sooner podcast, I try to stay plugged into what my listeners have on their minds.
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