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Five Money Habits of Happy Retirees
Extensive research and tireless surveys of thousands of happy retirees have convinced me that several different tiers of preparation are required to find happiness in

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

Giving To Others And Finding Your Marginal Propensity For Happiness – A Recap Of My Interview With Mitch Albom
Mitch Albom’s books have sold more than forty million copies worldwide. But, if you ask me, that number is too low. He’s the successful author

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

Capital’s Favorite Movies To Watch This Fall
It was a long summer, but now the kids are back in school, the leaves are changing, and the Georgia Bulldogs are rolling. We have

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

The Fed Has Pummeled Markets – But Silver Linings Lie Ahead For Income Investors
If it feels like it’s been a painful year, it’s because it has been. There’s no way to gloss over a turbulent 2022. Virtually every

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
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