Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 511 published articles
Should you take a lump sum or pension payout? Use the 6% Test to help you decide. With markets hitting record highs, is it the right time to invest, or should you wait? History suggests some…
Read more →Dive into the latest economic trends and retirement strategies, breaking down essential financial topics. Can investing during market highs yield strong returns and counter the typical "buy low, sell high" advice? Explore the psychology of lump…
Read more →Discover 5 powerful portfolio diversification strategies to help reduce market anxiety and boost financial security. Learn how these strategies can apply to kids, retirees, and folks in between, with actionable ways to set up a custodial…
Read more →New changes in Social Security policies, particularly the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), may have significant implications for roughly 3 million Americans. Teachers, nurses, firefighters, police officers, and…
Read more →The resiliency of U.S. economics, steady consumer spending across all income levels, underestimated impacts of a gig economy, and the surprising durability of GDP growth are all part of today’s essential discussion. Wes Moss and Jeff…
Read more →On this week’s Money Matters, Wes Moss and co-host Jeff Lloyd break down the biggest financial stories shaping 2025. From what the Fed’s next move on interest rates means for your wallet to how tariffs and…
Read more →Wes Moss and Clark.com’s Christa DiBiase team up to highlight the top 10 financial trends investors should watch in 2025, including economic resilience, consumer spending strength, and rising productivity. In the second hour, Wes partners with…
Read more →Unpack the keys to investing for a happy retirement by highlighting foundational principles like prioritizing stocks to combat inflation and the strategic use of diversified "dry powder" assets for stability. Tackle listener questions, exploring international investments,…
Read more →On today’s episode, Wes looks at 2024’s obstacles to see what might serve as clues for success in 2025. The resilient U.S. economy closed 2024 with a 25% S&P 500 gain, defying inflation fears, international turmoil,…
Read more →On today's episode of The Retire Sooner Podcast, we dive into the essential pillars for achieving financial freedom and a fulfilling retirement. Wes outlines five key strategies for long-term success: prioritizing stocks, embracing massive diversification, practicing…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
