Why Unheralded Power Of Dividends Deserves Attention
If stock dividends had their own headline, this might be it: Dividend income ignored due to pricing in cents. Let me start with a quick story from home that inspired this topic. One recent weekend, I was walking my German shepherd and 90-pound Lab — or rather, they were walking me. It was a spectacle […]
The Power Of Investing In Dividends
Generating Income from Stock Dividends vs. Bond Interest If there’s ever a chart to remember as an investor it’s this one. This is not a chart that chronicles one magical stock purchase that climbed to the moon. Instead, it’s the story of an unassuming force in investing that could create a rising source of income […]
Why The Vanderbilts Should Inspire You To Create An Estate Plan
Cornelius Vanderbilt was among the richest Americans ever to have lived. Born in 1794, he built his fortune on railroads and shipping. To put his wealth into context, in today’s dollars when adding inflation, his fortune would be worth $215.7 billion. Mark Zuckerberg has an estimated net worth of $85 billion today, meaning Vanderbilt’s fortune […]
Happier Marriages in Retirement with Dr. David Woodsfellow
Today we are joined by Dr. David Woodsfellow, a clinical psychologist, to discuss the keys to maintaining a healthy marriage in retirement. Dr. Woodsfellow is the real deal – Harvard, UC Santa Barbara, and UCLA educated – and runs the Woodsfellow Institute for Couples in Atlanta. He shares some suggestions for couples approaching retirement together, […]
You Don’t Have To Work Forever, But You Can Use Your Talents
My two favorite topics are retirement and longevity. Maybe it’s really just one favorite topic, retirement longevity. One of my favorite stories on this topic comes courtesy of a Japanese physician who lived to be 105. He ate a Spartan diet, believed you should never retire and had a few other interesting longevity tips, including move, move, move […]
How to Join & Participate in our YouTube Live Events
At Capital Investment Advisors we enjoy hosting live events for our families, whether they are in person or online. Please use this Q&A page for reference on any questions you may have about our upcoming online events. Keep in mind, you don’t have to sign up for YouTube to watch, but you would need to […]
Capital’s Reading List: Mitch Reiner’s Book Picks
In continuation of our reading list series, we’ve asked Managing Partner and Senior Investment Advisor Mitch Reiner to share his top-ten favorite books of all time. In no particular order, they are: 1. Grit: The Power of Passion and Perseverance, Angela Duckworth Comically called “inspiration for non-geniuses everywhere,” Duckworth’s book offers proof that anyone striving to succeed can. […]
How To Plan For An Unexpected Retirement
I have a client who’s a fantastic guy. He’s a veteran and recently retired commercial airline pilot. I’ve been working with him for a while, so we’ve gotten to know each other well. I want to share his story. It illustrates strength in the face of adversity, the challenges of an earlier than desired retirement, […]
A Conversation With Fidelity – How Investors Have Adapted To Change During The COVID Economy
Wes Moss is joined today by Fidelity branch leaders, Ryan Seward and Kelly Keith, to give insight into investor sentiment during the COVID economy, how it felt to watch the market drop and the world come to a standstill this past spring, common misconceptions new investors and retirees have, and more. Read the original article […]
New Required Minimum Distribution (RMD) and 401(k) Rules For 2020
As an investment advisor and CERTIFIED FINANCIAL PLANNERTM with Capital Investment Advisors, I get to hear a variety of financial concerns on the daily. Recently, those concerns have centered on provisions for retirement accounts in the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The questions: “Everett, what are the rules around the required minimum distributions […]
