The 10 Most Important Lessons I’ve Learned from Hosting the Retire Sooner Podcast: Part 1
The first episode of my Retire Sooner podcast dropped on April 1st, 2021. By then, I’d already been hosting Money Matters on WSB radio for more than a decade, but I just couldn’t pass up the opportunity for long-form interviews, thoughts, and analysis from the nation’s best and brightest. So, my team and I set […]
Meet The Pets Of Capital Investment Advisors
At Capital Investment Advisors, we spend our days helping clients invest for the future. The markets rise and fall, but no matter how equities look, there’s one asset that never fails to stay ahead of inflation. Of course, I’m not talking about the S&P 500, the Dow Jones, or even U.S. Treasury bonds. No, I’m […]
3 Investing Keys to Help Retirees Sleep Well at Night
Can money buy happiness in retirement? I think it can, but the cost might be lower than you think. We often miss the point when philosophizing about the benefits of having money vs. not. Of course, most of us would prefer having a lot of money, but there’s a social or self-imposed pressure not to […]
The Taxman Cometh: Ed Slott To The Rescue
Tis’ the season for W-2’s, 1040’s, Schedule C’s, 1099’s, capital gains, and all the rest. Yes, it’s tax season, yet again, and no matter how many challenges we’ve seen this year with the stock market, interest rates, and egg prices, the government still wants its money. While others may kneel before the tax gods and […]
What Happened To Silicon Valley Bank?
As Robert Sanders, Co-Chief Investment Officer at Capital Investment Advisors, recently said on my Money Matters radio show, the number one job of a bank is to not run out of money. Unfortunately, Silicon Valley Bank broke this rule, as a timing mismatch left them short on dry powder — cash reserves a company maintains […]
A Random Walk Down Wall Street with Burton Malkiel
Doctor Burton Malkiel is a living legend! His all-time classic, A Random Walk Down Wall Street, is widely regarded as one of the most influential books in the history of investment management. I can’t emphasize enough how much of an impact it had on the entire financial industry. Many of us who work in finance […]
Be On Guard: Protect Yourself From Fraudsters Impersonating Employees Of Schwab & Fidelity
A recent phishing scam has deceived clients by email or phone call from a fraudster pretending to work for Schwab or Fidelity. This happened to one of our family members last week and we wanted to pass along the story to you in hopes that we can all avoid and protect ourselves from falling victim […]
Saving vs. Investing: One Small Shift to Make a Two Million Dollar Difference
Sufficient funds may not be the only ingredient in the happy retirement sauce, but there’s a reason the recipe calls for it. Of course, you could make marinara without tomatoes, but why would you punish your taste buds that way? There’s no way around the fact that money serves an essential purpose. It provides opportunities […]
The Perils of Market Timing
Making money is hard. Even though I’ve been fortunate to meet many of my financial goals, I still feel a sense of accomplishment and relief when that “check” clears. Maybe it’s different for billionaires, but then again, maybe not. Most folks remember the trauma of staring into the abyss of an empty bank account. It’s […]
Client Spotlight: Rafting the Colorado River Through the Grand Canyon in Retirement
When you spend most of your time helping folks plan for the happy retirements they deserve, it’s rewarding to stop and enjoy the ones who get there. What could’ve been a one-off article has become a running series of spotlights because so many of our clients are out there living out their dream retirement life.
