Articles
Client Spotlight: Hidden WWII Letters Help This Retiree Discover More About His Family
When finding happiness in retirement, our clients take many different paths. From time to time, we like to shine a light on the road a
The DOW Jones And S&P 500 Explained
Stock reports invade your daily news cycle. For radio listeners, it’s a rapid-fire attack on the “fives” along with weather and traffic. As the long-time
How To Protect Your Money In Retirement
A happy retirement requires diligence and consistency in several categories. If you’ve read either of my books, You Can Retire Sooner Than You Think or
Client Spotlight: A Happy Retiree Couple’s Volunteer Opportunity at Olympic National Park
At Capital Investment Advisors, our team is lucky enough to work with a stellar group of clients. However, even amongst that group par excellence, Cyndi
The Perils Of Market Timing: Missing The Best Days In The Market
2022 has been a rough year for investors. Nearly every corner of the market is in the red — stocks, bonds, commodities, and even gold.
Client Spotlight: A Happy Retiree Couple’s Journey Along The Appalachian Trail
My job is to help folks find a path to happiness in retirement. Time, experience, and curiosity have accumulated into knowledge that I try to
3 Financial Habits Of Happy Retirees
Several different categories of preparation are required to find happiness in retirement, but let’s be honest—the financial one is huge. If you don’t have enough
Market Crisis or Opportunity? Finding the Silver Lining
Typically, the stock market dominates headlines while the bond market receives little attention, but that is not the case in 2022. The S&P 500 Index
The Power Of SWAN (Sleep Well At Night): Things Investors Should Keep in Mind
The swan is synonymous with beauty. We all love the fairytale about the ugly duckling who grows up to become a handsome swan. What might
Why You Should Invest In Companies Not Just Stocks
Roughly five hundred well-established U.S. companies comprise the S&P 500. Each one is held under a microscope every second of every day. Probing eyes scrutinize
Inflation: Why We Are Where We Are & A Look Back At Inflationary Periods Throughout History
I went nearly a decade without eating breakfast. Whether I had a radio show to do or a client to advise, it just wasn’t part
Understanding The Different Generations With Chris De Santis
Every generation thinks they’ve got it all figured out. The same kids who rebelled against their parents by listening to the “sinful” rock and roll
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