Articles

Articles by Wes Moss

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

View Wes Moss's bio All articles

Podcasts November 17, 2022

#132 – Setting A Goal Of Income For Life

Humans encounter numerous fears throughout their lifetime. Some of those fears include public speaking, being locked in an unknown space, and even the fear of spiders. However, there’s another fear that consumes many, and that’s outliving…
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Blog November 15, 2022

Client Spotlight: Hidden WWII Letters Help This Retiree Discover More About His Family

When finding happiness in retirement, our clients take many different paths. From time to time, we like to shine a light on the road a particular person has traveled. We’ve covered a lot of territory, but…
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Podcasts November 10, 2022

#131 – Instilling Financial Literacy In Younger Generations with Dan Sheeks

Author, teacher, and personal finance advocate Dan Sheeks joins us for today's episode to discuss the impact of financial literacy on younger generations.
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Blog November 10, 2022

The DOW Jones And S&P 500 Explained

What do the DOW Jones and S&P 500 mean? There’s no shame in brushing up on the basics of your financial narrative, so let’s explain the two.
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Podcasts November 3, 2022

#130 – Five Financial Secrets Of The Happiest Retirees

Although numerous habits make up the structure of a happy retiree, financial habits play a large part in creating the fulfilling retirement you’ve always dreamed of and being able to fund your additional interests. In this…
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Blog November 3, 2022

How To Protect Your Money In Retirement

Let’s focus on ways you can preserve your money in your retirement. In my opinion, you should have a savings target, know your risk limits, and create an intelligent mix of investments.
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Blog October 28, 2022

Client Spotlight: A Happy Retiree Couple’s Volunteer Opportunity at Olympic National Park

At Capital Investment Advisors, our team is lucky enough to work with a stellar group of clients. However, even amongst that group par excellence, Cyndi and Chelsy Cross stand out.
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Podcasts October 27, 2022

#129 – The Importance of Community with Jan Cullinane

Jan Cullinane joins this episode of Retire Sooner to discuss the importance of finding, developing, and nurturing community as we shift into retirement.
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Podcasts October 20, 2022

#128 – The Perils of Market Timing: Missing The Best Days In The Market

Tune in as Wes Moss discusses the investment math, data, and history that could make a major difference in your early retirement plans. Listen as Wes walks through the history of market recovery, what happens when…
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Blog October 19, 2022

Client Spotlight: A Happy Retiree Couple’s Journey Along The Appalachian Trail

My job is to help folks find a path to happiness in retirement. Time, experience, and curiosity have accumulated into knowledge that I try to impart to my firm’s financial clients, radio and podcast listeners, and…
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Articles by Wes Moss

#132 – Setting A Goal Of Income For Life

Client Spotlight: Hidden WWII Letters Help This Retiree Discover More About His Family

#131 – Instilling Financial Literacy In Younger Generations with Dan Sheeks

The DOW Jones And S&P 500 Explained

#130 – Five Financial Secrets Of The Happiest Retirees

How To Protect Your Money In Retirement

Client Spotlight: A Happy Retiree Couple’s Volunteer Opportunity at Olympic National Park

#129 – The Importance of Community with Jan Cullinane

#128 – The Perils of Market Timing: Missing The Best Days In The Market

Client Spotlight: A Happy Retiree Couple’s Journey Along The Appalachian Trail

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