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.

 

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Seasonal TLC

The seasons not only bring new foliage, but also new home maintenance tasks. From spring cleaning musts to winterizing tips, here are some lesser-known ways to upkeep your property all year long. These ideas come with a cost, of course, so make sure to either budget for seasonal maintenance (experts recommend…

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Multigenerational Memory-Making

The idea of spending vacation time bonding across layers of one’s multigenerational family may not appeal to everyone, but a growing number of families have made the concept increasingly popular. One reason? Two or three generations of a family- perhaps those spread across the…

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7 Ways To Boost Your Savings

Although saving more takes some effort, it may be easier than you think- there may even be “free” money available that can help. Here are some tips: 1.Take advantage of an employer match. If they’ll match 3%, you’ve just covered 6% of your…

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Kid-Friendly Finance

We all like to think our children or grandchildren are practically geniuses, but some things just don’t come intuitively. Wise money habits, for example. Everyone needs to learn the value of a dollar, how to make money work toward our goals and how to protect our financial legacy, even little kids….

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Better To Give Than Receive

The moments that bring us the most joy during the holiday season- and throughout the year- are rarely centered on the self. Instead, they’re the rustling of a gift in a child’s eager hands, smiles on family members’ faces around the dinner table and the singular feeling of warmth you receive from…

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COMMENTARY AND INSIGHTS

PODCAST

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.

VIDEOS

Financial Planning

Financial Discipline