Looking for a clearer way to think about markets, AI, and retirement? In this week’s Money Matters Podcast, Wes Moss and Connor Miller explore current market themes, technological shifts, and retirement realities—offering context to help listeners make informed, thoughtful financial decisions.
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Explore how artificial intelligence continues to shape productivity, innovation, and investor sentiment across industries.
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Understand what recent highs in the S&P 500 may reflect about market dynamics and long-term investor behavior.
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Compare cap-weighted and equal-weighted indices to better understand how market composition can influence overall index performance.
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Evaluate the importance of maintaining appropriate diversification and avoiding excessive exposure to any single sector or theme.
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Clarify how index investing works and why awareness of underlying holdings supports more intentional portfolio construction.
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Recognize that sectors beyond technology—such as industrials and utilities—also play an important role in a balanced investment approach.
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Be inspired by the story of Tom Sillo, the 58-year-old college football player whose journey illustrates how purpose and growth can continue through every stage of life.
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Reimagine what retirement can look like through activities, learning, and community that align with your personal interests and goals.
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Review shifts in the U.S. real estate market, including areas where buyer and seller dynamics have recently changed.
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Consider conducting a regular portfolio review to help ensure your strategy remains aligned with your objectives, time horizon, and tolerance for risk.
Stay informed and intentional. Listen to this episode of the Money Matters Podcast for balanced discussions on markets, retirement, and financial decision-making. Subscribe today to stay connected with thoughtful conversations that can help bring clarity to your financial life.
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This information is provided to you as a resource for educational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular security. 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. The mention of any specific security should not be inferred as having been successful or responsible for any investor achieving their investment goals. Additionally, the mention of any specific security is not to infer investment success of the security or of any portfolio. A reader may request a list of all recommendations made by Capital Investment Advisors within the immediately preceding period of one year upon written request to Capital Investment Advisors. It is not known whether any investor holding the mentioned securities have achieved their investment goals or experienced appreciation of their portfolio. 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.
