Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 512 published articles
On today's episode, Wes is joined by Producer Mallory Boggs. They brainstorm the idea of holding a “Retire Sooner Conference” and answer some of the questions the attendees might ask the panel. Using his retirement calculator,…
Read more →Wes invites Connor Miller, Capital Investment Advisors’ Chief Investment Officer, into the studio to rave about the lack of inflation at the Masters Golf Tournament's concession stands and lament the stickiness of overall inflation in the…
Read more →Edd and Cynthia Staton’s retirement plans were on track. Then, the 2008 Financial Crisis hit. Their careers disappeared, their home lost its value, and their savings plummeted. Realizing recovery was unlikely, they needed to come up…
Read more →Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the show. They compare notes about NCAA basketball, especially Iowa’s Caitlin Clark, then segue into an article about Gen Zers needing a therapist to deal…
Read more →On today’s show, Wes is joined by Producer Mallory to elaborate on the pitfalls of fleeing the market during turbulent times. They comment on the shell shock of the Covid-19 lockdowns back in 2020 and how…
Read more →Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller. They discuss Applebee’s date night pass and the rising cost of eating out, Krispy Kreme teaming up with McDonald’s, and which budget areas Americans…
Read more →We all know aging comes with cognitive challenges, but how early do they start? Sometimes, I forget my email password or where I put my car keys. Should I be worried? Dr. Nicole Byers came by…
Read more →Medicines help to treat illness within the body, but what if we replaced filling a prescription with filling our bags at the farmer’s market with foods that can heal our bodies from the inside out? Dr.…
Read more →In part two of Wes’ favorite takeaways from Morgan Housel’s bestselling book, The Psychology of Money, he teams up with Producer Mallory to discuss the power of tail events, the misconception of money and respect, the…
Read more →Wes is joined by Connor Miller, the Chief Investment Officer for Capital Investment Advisors, on today’s episode of the Money Matters podcast. They cover the latest inflation news, carefully reflect on lessons learned from the challenging…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
