Participation vs. Perfection: A Study on Investment Success
Days of Thunder: Driving Through the Scary Headlines There have been far too many scary headlines lately. The most alarming of these came in early August when Fitch downgraded the United States’ long-term credit rating to AA+ from AAA, marking only the second time in the nation’s history that its credit rating has been cut […]
Why Modern Portfolio Theory is More Viable Than Ever
The late, great Donna Summer famously sang, “She works hard for the money, so you better treat her right.” While the Queen of Disco was referring to a helpful bathroom attendant, the lyrics can also be applied to retirement planning. Earning money is hard! Once you’ve built up some savings, you want to treat it […]
The Financial Benefits of Marriage
Interest rate increases and inflation have dominated the news in recent memory. From mortgage rates to the price of tacos, almost everything has seemingly gone in one direction: up. However, when it comes to marriage the opposite appears to be true. According to a Pew Research Study, the U.S. has seen a significant decline in […]
5 Money Secrets of the Happiest Retirees
I spend so much time studying financial minutiae that when I have a free moment, I typically try to focus on the other aspects of retirement. Namely, how to help families find happiness in retirement. Ironically, bending over backward to “think different” can sometimes mean I neglect to write about the nuts and bolts of […]
How Neuroscience Proves The Importance of Friendship
Have you ever thought about what it takes to make a friend? What happens inside of your brain when you feel a social connection click? To answer these questions and more, we found Michael Platt, Ph.D. Michael is the director of the Wharton Neuroscience Initiative at the esteemed Wharton School of Business. He holds a […]
Talking Real Estate with Bonneau Ansley
Everyone loves scrolling online for their next home or, if they’re fortunate, a second one. From Zillow to Redfin, we have a plethora of options. Yet, the abundance of search tools has not necessarily made it easier to buy. In fact, it may be more difficult than ever to find a home in the current […]
Capital’s Favorite Vacation Spots
At Capital Investment Advisors, we work hard to help our clients achieve the happy lives they desire and deserve. When finding a passion to dive into after the commitments of a full-time job are no longer there, traveling frequently tops the list. We not only help plan the financial aspect of life-changing, bucket list trips […]
The 10 Most Important Lessons I’ve Learned from Hosting the Retire Sooner Podcast: Part 2
A few months ago, I published part one of the top ten lessons I’d learned from hosting the Retire Sooner podcast since 2021. Today, we round out the list with analysis and life philosophies from five more top-notch experts. It’s been a pleasure and an honor to listen to and learn financial and happiness lessons […]
Rent vs. Own: Navigating the Housing Market in 2023
If your silver lining to all the interest rate hikes was that they would drive down prices and make it easier to buy a home, you better get out that spelunking helmet, tunnel some deeper shafts, and look for alternative ore extraction points. So far, the silver mine has been stubbornly unproductive. It may seem […]
How to Balance Finance and Fun in 2023
More than a decade of hosting the Money Matters radio show and two years of the Retire Sooner podcast has given me the wisdom to spot talented voices when I hear them. Joel Larsgaard fits that bill. Since 2017, he has hosted the popular How To Money podcast with his cohost and best friend, Matt […]
