Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 514 published articles
Dive into an eye-opening discussion about confidently navigating the financial landscape. Unpack the latest market trends, tackle productive investment strategies, and uncover a potential key to building lasting wealth. Get insights on making your money work…
Read more →Unlock secrets to increase the probability of saving more for retirement, managing risk, and making more efficient financial moves. Learn how a simple mindset shift could potentially lead to a 14% increase in savings, why your…
Read more →Turbulence in the markets? Tariffs in the headlines? Don’t let uncertainty derail your financial future. Dive into a data-driven look at market corrections, the Fed’s stance on interest rates, and the incredible force of the American…
Read more →Learn how to optimize your retirement planning by utilizing essential financial tools. Discover strategies for leveraging a COLA-adjusted pension, navigating 403(b) withdrawals while contributing to a Roth IRA, and minimizing taxes. Explore rolling I bonds into…
Read more →Navigate market uncertainty with confidence. Break down the latest correction, why investors may be shifting assets, and whether history suggests recovery or deeper trouble. Uncover the real impact of inflation, tariffs, and economic policy shifts while…
Read more →Dive into the six biggest mistakes early retirees often make—and how to avoid them. Are you financially prepared to retire sooner than 67? See why a phased retirement strategy can be a game-changer, learn how to…
Read more →Can smart real estate investing and the FIRE movement transform your financial future? Uncover the powerful "live-in flip" strategy that sometimes allows homeowners to renovate, sell, and pocket massive tax-free profits—all while living in the home.…
Read more →Break down the five financial habits of the happiest retirees—including how much money you really need, the power of multiple income streams, and why paying off your mortgage faster might boost happiness. Learn how rational optimism…
Read more →Discover how to maximize your Roth IRA, balance pension income, and use the 4% rule of thumb to determine if you’re truly ready to retire. Learn why asset allocation is critical, when to consider shifting from…
Read more →Tackle the million-dollar retirement question: How much is enough? Use Wes’s "Fill the Gap" (FTG) method to simplify retirement math—subtract guaranteed income like Social Security from your monthly spending goal and multiply the shortfall by 25…
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