Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 511 published articles
Warren Buffett once said, “If a statue is ever erected to honor the person who has done the most for American investors, the hands-down choice should be Jack Bogle.” By creating index investing, the Vanguard Group…
Read more →Investment advisor and regular co-host Jeff Lloyd joins Wes on today’s episode of Money Matters. They delve into the week's latest news, including scary headlines and California banishing Froot Loops from school cafeterias. They dig into…
Read more →Investing for the future can be daunting. And while many of us assume the key is mastering the market’s financial aspects, a persuasive argument says the behavioral side is perhaps even more critical. How we think…
Read more →In this episode of "Money Matters," hosts Wes Moss and Jeff Lloyd dive deep into the impact of the recent Federal Reserve rate cut on various asset classes, including stocks, bonds, and cash. Amid discussions on…
Read more →How will the recent Federal Reserve rate cut impact your retirement income? Are your investments at risk or ready to benefit? In today’s episode of Retire Sooner, Wes Moss breaks down the 0.5% interest rate cut…
Read more →Wes is joined by CIA’s Chief Investment Officer Connor Miller on today’s episode of Money Matters. They discuss the significant news about the Fed cutting interest rates. They probe a study showing that 41% of Americans…
Read more →More than one in five Americans serve as caretakers for an elderly parent or aging relative. How will we know what to do if and when that time comes? Is there someone we can ask? On…
Read more →Wes is joined by Money Matters Producer Jeff Lloyd. They delve into current events affecting Americans—U.S. inflation softening as the Federal Reserve prepares to cut interest rates, the latest mortgage figures, and how election uncertainty may…
Read more →In today’s episode of the Retire Sooner Podcast, Wes takes aim at a recent Wall Street Journal article claiming the 60/40 portfolio and 4% retirement withdrawal rate could lead to ‘catastrophic’ outcomes. Wes concedes the author’s…
Read more →Americans have faced immense financial challenges in the past two-plus decades. The Dotcom Bubble sent stock prices down nearly 50% between 2000 and 2002, the Great Recession and Housing Crisis of 2007-2009 cratered stocks more than…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
