Articles
7 Questions To Ask Retirees
I recently came across an article by Mark Patterson in U.S. News & World Report that caught my eye. The author of The Failsafe Retirement
1 Trick To Change Your Relationship With Money From My Interview With Ken Honda
As host of the Retire Sooner podcast and Money Matters radio show, I’ve interviewed many impressive guests. Talented experts from a wide range of fields
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
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
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