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 particular person has traveled. We’ve covered a lot of territory, but today’s spotlight illuminates more hallowed ground.
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 host of Money Matters on WSB radio in Atlanta, I’ve heard enough stock reports to fill a book. In fact, I’ve written two. Despite the barrage of information about […]
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 What the Happiest Retirees Know, you know how well-rounded the happiest retirees are. While I take great pains to point out that a happy retirement is about more than just […]
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 and Chelsy Cross stand out.
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 of many works, but the one that first transcended the American zeitgeist was Tuesdays with Morrie: An Old Man, a Young Man, and Life’s Greatest Lesson. It’s the story of […]
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 […]
