Top 5 Critical Things About Stocks And Finances To Pass Along To Adult Children
I love when clients, investors, and listeners of the Money Matters radio show and the Retire Sooner podcast reach out with questions for Wes and our team because I often get to jump into the mix and help. Some questions are straightforward, and others turn me into a research librarian, but many are thoughtful and […]
Client Spotlight: The Story Of How Two Happy Retirees Played At Carnegie Hall
How do you get to Carnegie Hall? I always took 7th Ave but it never got me onto the stage. Making it that far requires practice.
Value Investing Holding Up In Choppy Waters
Apprehension abounds for people trying to save for a happy retirement. Inflation is stubbornly persistent, and stock prices have been downright depressing. The U.S. consumer is starting to take notice. The University of Michigan Consumer Sentiment Index tells us about the mood of the U.S. consumer. On a scale that goes up to 120, sentiment […]
Divorce And Finances: Important Steps To Take
It’s one of the most difficult experiences to go through, but almost half of married couples in the United States find themselves facing divorce. Whether your divorce is amicable or acrimonious, in most cases just getting through can feel like a marathon. Before we look at what you can do to organize yourself financially, […]
Value Investing Continues To Hold Up In 2022
How are you feeling about the world, the market, the economy, and everything else? It’s a little rough out there for everyday folks who want to save for a happy retirement and leave the world a little better than they found it. We’re done with a pandemic that doesn’t seem done with us, inflation is […]
Capital’s 2022 Summer Reading Favorites
‘Tis the season for bathing suit lamentations, swimming pool relaxations, and spousal thermostat negotiations. Yes, summer is here! This year we not only wanted to get a jump on the summer reading recommendations, but we wanted to widen the scope of the brain trust by asking some of the other offices and cities in the […]
Why Are Bear Market Recoveries Overshadowed?
Lazy Saturdays are the best. On one such recent and glorious occasion, I managed to change out of the bathrobe just long enough to patronize my local supermarket. I’ve got four boys, which means no box of pancake mix ever makes it to the expiration date. One of the four, my son Jake, had come […]
The Violence Of Economic Recoveries And The 30-For-30 Can Leave Market Timers Behind
A few weekends ago I was shopping for pancake mix at the grocery store with my 10-year-old son, Jake. The day prior, the Standard & Poor’s 500 index had officially hit the negative 20% mark. As I strolled past the newspaper rack, my maple syrup-soaked daydream was abruptly interrupted by the headline in bold, Times […]
Overeducating Your Kids Is Overrated
As parents, we want our kids to be well educated and to lend a hand in helping achieve their dreams. But at a certain point, it takes too much of a toll on our own financial bottom lines. In fact, there’s an interesting trail-off in retirement happiness once the adult children begin to pile on […]
A Painful Start To 2022 For Investors. Is Relief In Sight?
2022 has proven to be a difficult year thus far. If it feels like it’s been a volatile year for stocks, it’s because it has been. Nearly 90% of all trading days in 2022 saw markets move at least 1% or more in either direction. For some context, in 2017 this occurred on fewer than […]
