Resources Curated for You

There is an endless amount of information to consume about investing and planning for retirement. We have put together a collection of incredible insights for you to learn everything you need, in order to have confidence in your financial future.



Building Wealth through Systematic Investing

Make no mistake about it, building wealth is the primary goal. Clients tend to focus on accumulating pools of money each for a specific purpose when in reality it is all about building wealth by growing overall net worth. It is important for investors to use a variety of account types in an effort to better prepare for life events whether it be a blessing or a storm….

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Papa Charlie’s Soup

To make a regular 8 quart pot: Fill your pot ¾ full with beef broth (depending on pot size, this may be 5 boxes of beef broth) or you can use water and beef bouillon cubes as directed) Add one stick of butter and bring to a boil. As you finish each of the following ingredients, add them to the boiling water: 1.5 pounds of lean ground beef, browned and drained of any fat 1 yellow onion, peeled and chopped fine Bag of regular carrots, washed, peeled and diced…

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Retirement Reinvented

It’s estimated that 10,000 baby boomers reach retirement age every day. While age may be a commonality among this group, how they choose to spend their free time may be quite different. Certainly, some retirees stick to the traditional archetypes: The Leisure Lover who naps, reads and…

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Now Or Later?

Tell us if you’ve heard this before. File for Social Security as late as possible. Sound familiar? That’s because conventional wisdom and a little bit of math tell us that waiting at least until full retirement age (between 66 and 67, depending on when you were born) will net a larger monthly payout than…

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Financial Discipline

by Bobby Lumpkin | Capital Investment Services

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Advisors, Inc. Capital Investment Services, LLC and investingsimply are not registered broker/dealers and are independent of Raymond James Financial Services. Any opinions are those of the speaker and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.


Financial Planning

Financial Discipline