In this first episode of season two of Retire Sooner, Mallory Boggs sits down with Robert Sanders from the Retire Sooner Team. Robert is a Partner and Chief Investment Officer at Capital Investment Advisors.
Robert explains what it takes when deciding what you want to invest in. He also defines his role at Capital Investment Advisors (CIA), simplifies the macro level of investing, reveals the ideal goal for clients at CIA, talks through discovering companies to invest in, why style consistency is essential when investing, and why it’s important to align your investment goals with your beliefs.
Disclosure: This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuations, including periods of negative returns and periods where dividends will not be paid. Past performance is not indicative of future results when considering any investment vehicle. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. Investment decisions should not be made solely based on information contained in this article. The information contained in the article is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing.