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. It’s reasonable to expect that people are searching for a way to shelter from the storm by pulling money out of the market. Logical decision-making serves us well in most […]
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 impart to my firm’s financial clients, radio and podcast listeners, and readers. One of my rewards is hearing the stories told by the people who take this advice to the next level.
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 swapped the summer reading books out to create a fall movie list of some of our team’s favorites. So get the popcorn poppin’ because we’ve got some great ones. […]
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 funds to replace your paycheck, it will be tough to do much else. As a financial advisor, it’s my job to help folks optimize their options. My latest book, What […]
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 investment category is in the red. Growth stocks, value stocks, long-term bonds, short-term bonds, and even precious metals have all had significant pullbacks. This year’s early bright spot, energy/commodities, has […]
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 (S&P 500) crossed into “Bear Market” territory in mid-June. After a short-lived bounce through mid-August, it has swiftly come back down to the mid-June level closing at 3,693 this past […]
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 come as a surprise is that in addition to being an elegant waterfowl, a SWAN is an acronym whose components can help happy retirees Sleep Well At Night. More on […]
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 and analyze each tick of the stock market and assess value according to price. But unfortunately, such intense magnification can prevent us from seeing the bigger picture. There Is a […]
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 of my routine. Then, about six months ago, I discovered what I was missing. Now, I’m all in. At this point, if forced to choose between one of the three […]
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 of The Beatles later became moms and dads pleading with their offspring to “turn down that noise” as the sounds of Snoop Dogg and Dr. Dre emanated from messy, teenager-infested […]
