Articles
Demographics Can Help Shape Your Retirement Destiny
With such a challenging year in the market, I relish every opportunity to report good news — the world economy continues to grow at an
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
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
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