Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 512 published articles
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…
Read more →On today’s episode of the Retire Sooner Podcast, Wes sits down with Dr. Alan Castel to delve into how we might be able to improve our own aging process. A Professor in UCLA’s Psychology Department, he…
Read more →On today’s episode of the Money Matters Podcast, Wes is joined by producer Jeff Lloyd. They celebrate the Army of American Productivity and workers everywhere in honor of Labor Day.
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…
Read more →Wes is joined by Capital Investment Advisor’s Chief Investment Officer, Connor Miller, on today’s episode. They explore The Federal Reserve’s latest actions, including Chair Jerome Powell’s speech at the Jackson Hole Symposium. They probe the timing…
Read more →A fulfilling job is great, but being able to do it in your pajamas? Now, we’re talking. On today’s episode, we’re joined by Kerry Hannon, author of “Great Pajama Jobs: Your Complete Guide To Working From…
Read more →Wes is joined by Capital Investment Advisors Wealth Management Analyst Jeff Lloyd on today’s episode of Money Matters. They analyze the latest financial headlines to contextualize the recent global market sell-off. Was it all about economic…
Read more →On today’s episode of the Retire Sooner Podcast, Wes examines the recent market crash and analyzes how the Fed’s decisions may have helped lower inflation but negatively affected the housing market and unemployment rate. Wes acknowledges…
Read more →On today’s episode of the Money Matters Podcast, Wes is joined by Capital Investment Advisors Wealth Management Analyst Jeff Lloyd. They dig into the recent market crash, view it from a historical perspective, and examine productive…
Read more →It’s been said that loneliness is worse for our health than smoking cigarettes. Take a second to inhale that scary thought. In contrast, pro-social behavior triggers the release of oxytocin in our body. That’s the love…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
