What Lies Ahead? CIA’s Financial Outlook for 2014
What Lies Ahead? Here’s our outlook for what to expect now that we’ve wrapped up 2013 and are heading into 2014. One for the Record Books: Looking back to 1970, the return for the Dow Jones last year was the 5th best annual return. If we look at the top 10 on this list, in […]
5 Financial Apps for 2014
Our team recently did an informal survey of our Facebook Fans on Money Matters to determine some of the top financial websites and mobile apps that consumers are using when it comes to financial planning, investing, and advice. Based on the list, here’s ten of the apps that seemed to resonated well. 1. Mint: Mint […]
AJC Article: Financial Resolutions for 2014
I recently completed a project designed to identify the secrets of successful retirees. We surveyed more than 1350 people in 46 states to determine the financial, investment, and consumer habits of “happy” vs. “unhappy” retirees and near-retirees. This project turned into a book called You Can Retire Sooner Than You Think – The 5 Money […]
The Ticket Price Taper
Who doesn’t love to see their favorite teams play in the biggest games for the respective sports? Whether it’s the Super Bowl, World Series, BCS Championship or the Final Four, as sports fans we always dream to watch our teams in these games. However, ticket prices tend to be a deterrent for us to be […]
Investing Lessons from College Football
In the South, many people are obsessed with college football and sometimes to the extent of ridiculousness, but it is a way of life down here and rarely do fans care about how they are viewed because of their passion for the game. The lessons that are learned in college football tend to be life […]
Thanksgiving Rendition
We spend a lot of time discussing the markets, the economy and how certain global events may impact all of these… and we do this because it is our job! This week is always special; it’s one of my favorite holidays and tends to be very meaningful to many other individuals. So, instead of breaking […]
The Caretaker Conversation: Panel Discussion on Post-Retirement Planning
Watch the videos below to see are recap from The Caretaker Conversation. A panel discussion hosted by Capital Investment Advisors. About the event: Age is confronting us all. We, our parents and our children are confronted with different points of view, areas of concern and issues that need to be addressed as age makes its […]
Case Study on Investor Psychology
When I read the headline in today’s Wall Street Journal that read “Stocks Regain Broad Appeal: Mom and-Pop Investors are Back, but Some Say That Could be Cause for Concern,” I was ready to write an analytical piece that looked at money flows to see if they had overreached on their conclusions. After reading the […]
#TwitterIPO
After an October where IPOs dominated the marketplace, 33 companies went public raising over $12 billion; we are set for another hotly anticipated offering this week…#Twitter. Twitter has made terms such as “handle” and “hashtag” common in our every day vocabulary. The company has taught people to shorten their thoughts to just 140 characters and […]
Now Open . . . Government
The government is back open! It seems all too common that we deal with the ineptitude of our policymakers. Too often it seem that these politicians worry more about being re-elected than they do about what is actually in the best interests of our country… and that is sad. Now that we have resolved the […]
