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.



Your Life, Your Legacy

Life flies by, seemingly stuck on fast forward. Your first bike. Your first crush. Your first child. All in a blink of an eye. Imagine, instead, purposefully slowing things down, in order to live thoughtfully, deliberately, with intention. Take a moment to refocus on the important things in life creates room…

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Giving While Living

For one retiree, helping her daughter cover the cost of adoption brought them all immense joy. For siblings whose family has a history of heart disease, a gift to the American Heart Association in honor of their late father gave them hope for a better, healthier future…

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X-Ray Your Investments

There are hundreds, thousands of investment possibilities. The landscape is as vast and diverse as investors themselves, with opportunities for just about anyone. But not everyone. What we mean is that not every investment is right for every investor, and it takes a discerning eye and robust due…

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BIG Milestones, BIG Plans

Life moves pretty fast. One minute you’re graduating; the next you’re managing a team of five (some older and more experienced), unsure if your master’s degree truly prepared you for what comes next. Fast forward 10 years, and you find you’re not only prepared, but thriving. You’ve got…

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Beyond Love

As parents, we wish, hope, dream and love fiercely. And while having children is rewarding, it isn’t always easy. All that love comes with worry, with “what ifs” and a lot of “am I doing this right?” For parents, families and caregivers of children with special needs, those concerns can manifest in…

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Inspiring Generations Of Generosity

Supporting the causes you believe in can be one of life’s most rewarding activities. Philanthropy is woven into the fabric of our country. It provides a sense of accomplishment and purpose. And if you aspire to create a philanthropic tradition, research shows that your generous spirit can be passed…

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Rather than sitting in a car and seeing buildings, shops, locals and countless cars swiftly pass your window, biking offers an immersive way to experience a place. The slower path allows you to notice how the uneven cobblestone slightly twists, how sunlight dapples the landscape, how the air seems…

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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