Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 514 published articles
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…
Read more →On today’s episode of Money Matters, Wes dives into the top ten trends that he anticipates will define 2025 for investors, starting with resilience in the markets and economy, the dominance of the consumer, and a…
Read more →Money Matters co-host and producer Jeff Lloyd joins Wes in the studio. Wes instills the top 10 happy retiree lessons he’s learned from his guests while hosting the Retire Sooner podcast. Read The Full Transcript From…
Read more → On today’s episode of Money Matters, Wes is joined by Co-host and Producer Jeff Lloyd_._ Wes exalts his alma mater, the University of North Carolina, for hiring Bill Belichick. That leads them to discuss the…
Read more →We’ve all met that one guy who pontificates endlessly about the “fantastic” investments he’s made that year. He always seems drawn to the hottest and latest trends. You don’t fully believe him, but it still makes…
Read more →Producer and Co-host Jeff Lloyd joins Wes in the studio on today’s episode. They dig into smart financial habits such as avoiding impulsive decisions and staying disciplined in investing. They examine the importance of resisting unnecessary…
Read more →Most people have a vague idea of what it takes to stay healthy as we age—some combination of cutting out the delicious, irresponsible activities while adding in more nutritious, boring ones. While it never seemed overly…
Read more →In today’s episode of Money Matters, Wes is joined by Edd and Cynthia Staton. Their retirement plans were disrupted by the 2008 Financial Crisis, leading them to create a Plan B. In 2010, they moved to…
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