Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 512 published articles
Wes is joined by Capital Investment Advisors' Chief Investment Officer Connor Miller to break down the “wait and see” mentality investors and Wall Street professionals seem to have about the seesaw start to the year, with…
Read more →Social Security can be an essential stream of income for retirees on a fixed income. Unfortunately, the seemingly endless rules and regulations can overwhelm even the most informed applicants. In today’s Retire Sooner episode, Social Security…
Read more →On today’s episode of the Money Matters podcast, Capital Investment Advisor Wealth Analyst Jeff Lloyd joins Wes to delve into the eye-opening headlines about Tiger Woods leaving Nike and the SEC approving Bitcoin ETFs. They share…
Read more →In today’s episode of the Retire Sooner podcast, Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller. They discuss the possibility of 2024 ushering in “A Whole New World” for markets, investors, and…
Read more →In today’s episode of the Money Matters podcast, Wes is joined by Capital Investment Advisors Co-Chief Investment Officer Connor Miller. They discuss the possibility of 2024 ushering in “A Whole New World” for markets, investors, and…
Read more →Anyone in the Retire Sooner family knows how passionate Wes is about the 4 Percent Rule—William Bengen’s rule of thumb that originally discovered retirees who draw down 4 percent of their portfolio in the first year…
Read more →Arguably the most recognized male figure skater in the world, Scott Hamilton has won 70 titles, awards, and honors, including an Emmy nomination, induction into the United States Olympic Hall of Fame, and the World Figure…
Read more →Anyone in the Retire Sooner family—readers of my books and articles and listeners to my podcast and radio show—knows how passionate I am about the 4 Percent Rule.
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…
Read more →On today’s episode, Wes sits down with a woman who has dedicated her life to finding ways to protect retirement assets. As the director of victim support for the AARP Fraud Watch Network, Amy Nofziger has…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
