The Perils of Market Timing

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… Read More

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… Read More
Reading List

Retire Sooner Reading List

Any author will tell you that self-promotion is a vital muscle to develop. You pour your heart out, scribbling ideas… Read More
secure act 2.0

10 Things Investors Should Know About Secure Act 2.0

Secure Act 2.0 has now been put into law as an expanded version of the SECURE Act of 2019. Below… Read More

Falling in Love with Dividends

Dividends are a way for a company to return some of its profits to shareholders. They’re cash payments that certain… Read More

Wes Moss Featured in ESI Money: Moving to a New Location in Retirement

Wes Moss featured in ESI Money’s article on Moving to a New Location in Retirement, where he shares one of… Read More

Client Spotlight: A Happy Retiree’s Bucket List Trip to the Cathedral of Siena

One of the most rewarding aspects of working in portfolio management and retirement planning is seeing positive results in real-time.… Read More

IRAs for Education

The cost of living has been rising, and college tuition is no different. With that harsh reality, folks have had… Read More

101 Retirement Tips

My team at Capital Investment Advisors put together a guide with 101 retirement tips that can help you prepare for… Read More