Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 514 published articles
Jeff Lloyd joins Wes to explore the latest news, compelling financial insights, and human psychology: Consider the Mappiness Project—What truly brings you joy? Are you building a life that includes high-ranking endeavors? Rediscover Your Core Pursuits—Jeff…
Read more → Explore ways fear can sometimes subside in financial markets. Examine how missing the worst days, not just the best ones, can lead to less productive gains over time. Wes and Christa analyze: Why 2025’s market…
Read more →Connor joins Wes to analyze essential current events: Connor asks, "Are We Having Fun Yet?" with the constant scary headlines and market volatility from tariff repercussions. Stress from the ongoing uncertainty in trade talks with China.…
Read more →Make informed decisions about your retirement plans, even in a bear market. Learn whether to cancel your vacation plans due to stock market concerns and discover how to manage your investments effectively. Explore strategies like layering…
Read more →Analyze how inflation may prevent nearly half of Americans from dying Easter eggs and why consumer sentiment may be out of alignment with the reality on the ground. Discover how the most popular benchmark for measuring…
Read more →Explore the latest developments in the tariff tumult, including how a lack of clarity may have led to both market meltdowns and a melt-ups: a rollercoaster of highs and lows. Learn the key takeaways from a…
Read more →Witness market volatility and the economic seesaw! Navigate the complexities of trade negotiations and their widespread impact. Untangle the inverse relationship between bond prices and interest rates. See how tariffs can affect prices and fuel uncertainty.…
Read more →Max out your financial insight with real-world retirement strategies and listener Q&A. Learn how to respond to shifting interest rates and weigh the pros and cons of working part-time during retirement. Explore ways to manage Required…
Read more →Navigate the market's recent swings, sparked by major tariff announcements and a significant stock sell-off. Examine the impact of balanced portfolios, learn why bonds are back in action, and explore how diversification might help you minimize…
Read more →Take control of your financial future. Learn how to determine the withdrawal rate for your retirement. Should you stick to the classic 4% rule, or is a 5% withdrawal rate possible? Hear why flexibility is key…
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