I am a CERTIFIED FINANCIAL PLANNER™, managing partner, and chief investment strategist at Capital Investment Advisors, an Atlanta-based RIA with $5 Billion in assets under management (as of 12/31/23). Additionally, I am the host of the nationally-recognized podcast Retire Sooner
5 Ways To Use Portfolio Diversification To Ease Market Anxiety In 2025
Leveraging the power of portfolio diversification can help navigate life’s financial reefs and shoals and possibly raise chances for smoother sailing in 2025.
The 3.6 Core Pursuits Of Happy Retirees: A Case For Curiosity
Curiosity is the key to retirement happiness, and core pursuits are effective vehicles for discovery. but they must be cultivated, strengthened, and expanded over time.
The 4 Keys To Retiring Without Regret
A recent study highlighted in the Harvard Business Review shed light on the four keys to retiring happy and without regrets.
10 Habits Happy Retirees Have In Common
These 10 common habits of happy retirees are a road map for people who want to achieve the same happiness. Today's behaviors push your life toward tomorrow's happiness.
5 Reasons The American Dream Is Still Alive And Well
A majority of Americans were hopeful about the future in 2012, whereas today, this sentiment has dropped to just above a third.
What’s Wrong With Buy Low, Sell High? Here’s What The Market Data Says
One of the primary goals of investing money is to eventually take out more than you put in—buy low and sell high. But has that changed? The answer may astonish you.
3 Lessons For Investors From Vanguard Founder John Bogle
John Bogle reinvented the wheel, but his teachings are valuable reminders that you don’t have to. Let his wheel’s momentum carry you to a happy retirement.
5 Habits That Will Help You Stay A Millionaire
The 2022 average (mean) net worth of American families topped $1 million for the first time. This can inspire anyone looking to reach or remain at that financial level.
How Much Cash Do You Need To Survive A Volatile Market?
Setting aside enough “dry powder” (cash and safety assets) to buffer against market volatility can sometimes lead to peace of mind for happy retirees.
Find Freedom In Retirement With These Core Financial Principles
Investing takes time and discipline. There will be speed bumps along the road to financial independence. The following financial principles can help create a road map.