Find Freedom In Retirement With These Core Financial Principles
Capital Investment Advisors
Helping Families Find Happiness in Retirement | Retirement Planning | Income-Oriented Investment Portfolios
Wes Moss on Forbes.com
Americans have been presented with immense financial challenges in the past two-plus decades. The Dotcom Bubble sent stock prices down nearly 50% between 2000 and 2002, the Great Recession and Housing Crisis of 2007-2009 cratered stocks more than 55%, and the COVID-19 Pandemic and shutdowns sent stocks tumbling 30% in a month’s span—leading to massive inflation and high interest rates thereafter. Recent days have been no less arduous. The incumbent president dropped out of the race mere months before election day, and the other candidate narrowly escaped an assassination attempt.
Sticking to a sensible retirement strategy while accounting for the unknown future market ripples of frenetic world events can feel overwhelming. Furthermore, the media can often drive a negative and noisy narrative. Learn to filter some of that out to give yourself space to notice the positive.
Zooming out to a wider perspective might help.
Introducing the Happy Retirement Planner
Our New Online Retirement Planning Tool
?Have you started your retirement planning? Use our newest tool to receive a one-page assessment that will indicate where you fall on the path toward your dream retirement based on your lifestyle habits and financial goals.?
New This Week From The Retire Sooner Team
#217 – How To Handle A Market Selloff?
In today's Retire Sooner Podcast, Wes examines the recent market crash, the Fed's role in lowering inflation, and its impact on housing and unemployment. He emphasizes the importance of evergreen principles in navigating market downturns and having dry powder for slow earnings periods.
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#33 – Carry Trade, The Death Tax, and Participation vs. Perfection
On today's Money Matters, Wes and Jeff Lloyd analyze the recent global market sell-off, exploring its ties to economic data and the “Carry Trade.” They discuss the “Death Tax” and speculate on the Fed's chances of lowering rates in September. Finally, they examine market history to determine if participation or perfection matters more.
Team Highlight
We want to thank our incredible team members who traveled to our Denver office for an outstanding presentation! Your hard work, dedication, and collaboration truly made it an unforgettable experience. We appreciate all you do and look forward to achieving even greater success together!
Capital's 'Happy Retiree' Of The Week
Our client, Mr. Oakley, caught two 3lb trout at Black Canyon Lake in Arizona! Fishing is a great core pursuit for happy retirees.
Please note, Mr. Oakley, gave us permission to share this photo.
At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices in Tampa, Denver, Phoenix, and throughout the United States. Our advisors in Georgia, Florida, Colorado, Dallas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.