Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 512 published articles
Despite the continued popularity of retiring at 65, many folks are drawn to the allure of an early exit. The promise of more time for family, travel, and core pursuits can be hard to resist—the very…
Read more →Capital Investment Advisors’ Chief Investment Officer Connor Miller joins Wes in the studio for today’s episode. They delve into the latest information on the Tesla rental car situation. They contrast the state of the economy with…
Read more →Jaspreet Singh’s parents gave him two choices: become a doctor or be a failure. Understandably, he chose medicine, but deep down, he knew it was for all the wrong reasons. People like Jaspreet are born entrepreneurs.…
Read more →CIA’s Wealth Management Analyst, Jeff Lloyd, joins Wes for today’s installment. They discuss Atlanta’s hot temperatures, Father’s Day, and Taylor Swift’s economic impact. Then, they confer about the most recent consumer prices and analyze what’s gone…
Read more →According to a National Institute on Retirement Security report, 79% of Americans agree that there is a retirement crisis. It also revealed that over half of Americans are concerned they won’t be able to achieve financial…
Read more →On today’s episode of Money Matters, Connor Miller, CIA’s Chief Investment Officer, joins Wes in the studio. They start by exploring the fire sale on Teslas. Next, they explain “The Misery Index” and how it can…
Read more →We all know that older person who just seems so young. How do they pull it off? Did they hit the genetic jackpot? Or do their lifestyle habits act as a fountain of youth? Doctor Dawn…
Read more →On today’s show, Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, joins Wes. They briefly discuss the kids being out of school for the summer and Jeff’s celebrity-filled golf outing before shifting to the new…
Read more →According to a recent Schroders study, just 4% of current retirees say they are “living the dream,” while another 4% report they are “living a nightmare.” On today’s show, Wes lists some primary concerns, including inflation…
Read more → Capital Investment Advisor’s Wealth Management Analyst Jeff Lloyd joins Wes to discuss Nvidia, examine Fed inflation minutes, analyze a worrisome decline in birth rates, and marvel at the annual salaries of some Florida housekeepers. Read…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
