Client Spotlight

Much of the recent financial news has been laser-focused on inflation, and rightfully so. When prices go up, quality of life doesn’t often follow. At

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

One of the most rewarding aspects of working in portfolio management and retirement planning is seeing positive results in real-time. At our firm, we believe

When finding happiness in retirement, our clients take many different paths. From time to time, we like to shine a light on the road a

At Capital Investment Advisors, our team is lucky enough to work with a stellar group of clients. However, even amongst that group par excellence, Cyndi

My job is to help folks find a path to happiness in retirement. Time, experience, and curiosity have accumulated into knowledge that I try to

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