Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 511 published articles
I was recently at my son’s football games when one of the other dads walked over. He looked about 45 and said he was starting to think about the future. It’s a typical age for that…
Read more →On today’s episode of Money Matters, Wes welcomes Connor Miller, Capital Investment Advisor’s Chief Investment Officer, to join him for financial analysis about the recent presidential election. They point to inflation as a probable motivation for…
Read more →Our Retire Sooner Team has been researching, studying, and writing about happy retirements for years, so there aren’t many aspects we haven’t considered. But every once in a while, a new study grabs our attention. The…
Read more →Co-host and Producer Jeff Lloyd joins Wes on today’s episode of Money Matters to deliberate election indicators, market predictions, advances in stem cell research, and the impact of daylight savings and inflation on everyday life. They…
Read more →The transition from one goal to another is often more challenging than either of the goals themselves. Once you get going, momentum can do a lot of the work, but turning the ship around or veering…
Read more →Money Matters Co-host and Producer Jeff Lloyd joins Wes on today’s show. They jump into the economics of Halloween spending vs. holiday spending. They review the misery index and where it currently stands. They discuss the…
Read more →The road to a happy retirement can be lined with hazards, but the strength of the United States was never based on smooth and gentle tidings. It’s a comprehensive coalition that can put aside differences to…
Read more →Connor Miller, Chief Investment Officer for Capital Investment Advisors, joins Wes to review the week’s essential financial headlines. They analyze the Dow ending the session above 43,000 for the first time, how US Retail Sales seem…
Read more →Think about the day you drove your favorite car off the dealer’s lot. The engine was purring, the paint job was shining, and it ran like a dream. But as time passed, little things started to…
Read more →Wes is joined in the studio by Connor Miller, Chief Investment Officer for Capital Investment Advisors. They review the underperforming jobs report. They deliberate the cumulative effect of inflation and how that might usher in negative…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.