Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 512 published articles
In this episode of Money Matters, hosts Wes Moss and Connor Miller discuss the recent broadening out of the stock market, with smaller companies and a wider range of sectors outperforming the previously dominant large tech…
Read more →In today’s episode, Wes points out that the population of mini-millionaires is growing and that society’s perception of them isn’t always very accurate. Producer Mallory Boggs joins to discuss this latest variant of what authors Thomas…
Read more →Capital Investment Advisors’ Wealth Analyst 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 →In this actionable episode of Retire Sooner, Wes Moss sits down with Erin Eleuterio to explore the importance of physical activity for older adults. Erin shares her unique techniques, like parkour-based fall resiliency training, to help…
Read more →Wes is joined today by Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, for a special show on the road in Michigan! They discuss reversion to the mean and then cover the four main types…
Read more →On today’s episode, we ponder the question, “Can money buy happiness?” The answer might surprise listeners, and Wes borrows the words of best-selling author Morgan Housel to help discuss the positive and negative psychological effects money…
Read more →Capital Investment Advisors Wealth Management Analyst Jeff Lloyd joins Wes on today’s show to wade through the financial issues affecting people in today’s environment. First, they zoom in on the summer’s booming travel industry, including eye-opening…
Read more →Morgan Housel’s eye-opening book amplified the idea that the intersection of psychology and money is bigger and more bustling than most of us know. Today’s guest, Christine Moriarty, has dedicated her life to finding harmony between…
Read more →In today’s episode, Wes delves into the financial aspects of retirement, focusing on the 4% rule formulated by William Bengen. This rule suggests that retirees who withdraw 4% of their portfolio in the first year and…
Read more →In the first half of this episode of Money Matters, host Wes Moss is joined by Edd and Cynthia Staton. Their retirement plans were disrupted by the 2008 Financial Crisis, leading them to create a Plan…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
