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Why ‘Discipline’ Is the Most Important Word in Investing

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Why ‘Discipline’ Is the Most Important Word in Investing

In times of market highs and tempting shortcuts, staying committed to a process can make all the difference.
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As the World Changes New Opportunities Can Create New Leaders

Discover three global investment themes—gold, European defense, and international stimulus—that could define the next generation of market leaders.
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Tariff Tantrum: Navigating Market Volatility and Global Investment Trends

Discover how rising tariffs are driving market volatility, pressuring the U.S. dollar, and creating new investment opportunities in international markets, gold, and value stocks.
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Presidents and Markets: Is there a Connection?

It is election season. The news is loud, and it seems like opinions are everywhere while unspun facts are hard to find.
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Navigating Retirement through Capital Wealth Advisors

Navigating Retirement: Phases, Income Planning, and Market Insight

Explore how income planning works across the phases of financial life—accumulation, protection, and distribution. Learn how withdrawal rates, market conditions, and personal goals can influence retirement outcomes.
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5 Steps to Set Up an Estate Plan

5 Steps to Setting Up a Estate Plan

Explore steps to help you build an effective estate plan, including wills, trusts, and powers of attorney. Take thoughtful measures to support your wishes and protect your loved ones.
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Patience Pays: Analyzing 94 Years of S&P 500 Returns at Capital Wealth Advisors

Patience Pays: Analyzing 94 Years of S&P 500 Returns

A study of 94 five-year periods on the S&P 500 shows most had positive returns, supporting long-term investing strategies. Explore the historical data and learn why patience could be a valuable trait in navigating market volatility.
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Navigating Family Dynamics: Balancing Intentions and Risks

Navigating Family Dynamics: Balancing Intentions and Risks

While no one wants to look ahead to their incapacity or demise, the most loving thing we can do is give our loved ones clarity about our intentions.
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