How Can CIA Help You?

Request Consultation
Ask an Advisor
Financial Tools
Request Consultation
Ask an Advisor
Financial Tools
Facing a Bull Market

Facing a Bull Market

Newness is most often an uncomfortable change to embrace. It evokes a certain level of nervousness which is often demonstrated in skeptical behavior.  

 

Investors are feeling this uncomfortableness in the new face of a bull market. And the reaction is one of definite nervousness as they wait for the other shoe to drop. Much of this nervousness is a by-product of fear of the unknown. This can be somewhat remedied by looking at what we do know.  A key factor is understanding that the market tendency, in historically similar times to this current market, has not experienced drastic turns in either direction but gradual levels of rise and fall. An overview of these past markets can also teach us that the wise investor stays true to the long-term goal, despite the initial gut reaction to pull out.

 

The important action to take is to be strategic in managing portfolios through the rise and seeking the advice of those who have experienced these trends. It is easy to lose focus of facts when we are being constantly bombarded with non-factual sensational claims coming from varying sources and directions.  But by keeping ourselves calm and reacting with confidence in the market we can look the bull in the face long enough to see that it is no longer new, but becoming a growing familiarity.


 

CIA Announces the Retirement Calculator

In recent weeks, we rolled out a retirement calculator to help people like you — individuals seeking smart investment options and planning ahead for retirement. Using the Capital Investment Advisors (CIA) Retirement Income Tool is the first step to help you plan for retirement. 

While most financial planning tools focus on hypothetical rates of return to dictate success in retirement, we focus on your true income needs in retirement as the basis for your investment strategy.

The tool works backwards to understand the differences between retirement income and retirement expenses, then outlines what an investor needs to save annually (if anything) to achieve their goal.

Once you know the income level necessary to live life the way you want, the goal is to build a portfolio comprised of a mix of assets that actually YIELD the investor a consistent flow of income on a monthly, quarterly and annual basis to fill your Retirement Income Gap.

Click here to access the free Retirement Calculator and then contact someone on our team to assess your results.


 

Get Started Today

Request Consultation
Ask an Advisor
Retirement Calculator
Retirement Calculator
Social Security Optimizer
eBook