Articles

Articles by Wes Moss

Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 512 published articles

View Wes Moss's bio All articles

Blog March 9, 2023

A Random Walk Down Wall Street with Burton Malkiel

Wes Moss interviews investing legend Burton Malkiel on why index funds consistently beat active management — and the philosophy behind "A Random Walk Down Wall Street."
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Podcasts March 9, 2023

#146 – A Random Walk Down Wall Street With Burton Malkiel

The finance industry has innovated exponentially in recent decades, but are there some innovations that investors find more helpful than others? In this episode of Retire Sooner, Wes is joined by renowned economist and author…
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Blog March 2, 2023

Saving vs. Investing: One Small Shift to Make a Two Million Dollar Difference

Saving vs. investing isn't just semantics — it's the difference between $451K and $2.4M over 32 years. See the math behind the shift.
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Podcasts March 2, 2023

#145 – One Small Change To Make A $2 Million Difference

In this episode, Wes and Retire Sooner producer Mallory Boggs go over Warren Buffett's "secret sauce" published in the Berkshire Hathaway 2022 Year In Review. They talk about how investing is not easy. While browsing…
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Blog February 23, 2023

The Perils of Market Timing

It’s not surprising that once people have earned enough to invest for the future, they feel highly anxious about volatile market swings.
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Podcasts February 23, 2023

#144 – The Importance Of Structure In Retirement with Steve Lopez

If Hollywood made a movie about your life, who would they cast to play you? Today's Retire Sooner guest is Los Angeles Times columnist and four-time Pulitzer Prize finalist, Steve Lopez. In Steve's case, Iron…
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Blog February 16, 2023

Client Spotlight: Rafting the Colorado River Through the Grand Canyon in Retirement

Recently our client, Gary, took a memorable journey rafting the Colorado River through the Marble and Grand Canyons.
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Blog February 16, 2023

Retire Sooner Reading List

Any author will tell you that self-promotion is a vital muscle to develop. You pour your heart out, scribbling ideas before heading to the office, during lunch breaks, and after the kids go to bed.
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Podcasts February 16, 2023

#143 – Pain AND Progress For Longterm Investors

Can there be progress without pain? The last 50 years have been a rollercoaster in the financial world and the world at large. In this episode, Wes gives a snapshot of key events from decades…
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Blog February 9, 2023

Falling in Love with Dividends

Dividends are a way for a company to return some of its profits to shareholders. They’re cash payments that certain companies give to investors.
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Articles by Wes Moss

A Random Walk Down Wall Street with Burton Malkiel

#146 – A Random Walk Down Wall Street With Burton Malkiel

Saving vs. Investing: One Small Shift to Make a Two Million Dollar Difference

#145 – One Small Change To Make A $2 Million Difference

The Perils of Market Timing

#144 – The Importance Of Structure In Retirement with Steve Lopez

Client Spotlight: Rafting the Colorado River Through the Grand Canyon in Retirement

Retire Sooner Reading List

#143 – Pain AND Progress For Longterm Investors

Falling in Love with Dividends

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