Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 512 published articles
Living in luxury comes at a price, and it’s important to be cautious with your finances to avoid unexpected ups and downs; especially living in areas like Los Angeles. In this podcast episode, Wes is joined…
Read more →In this podcast episode, Wes urges listeners to rethink investment percentages for their balanced portfolio. He discusses how the traditional 60/40 portfolio might need to be revisited based on interest rate predictions, the current interest rate…
Read more →Whether it’s for work or pleasure, traveling can be fun and exciting. However, have you ever thought about why you are traveling? During this podcast episode, Wes is joined by Joe Cortez, Editor and Chief of…
Read more →In this podcast episode, Wes reveals common investing mistakes to avoid. He also talks through upcoming podcast episodes, explains his experience in the investment industry, discusses stock market trends, reveals the importance of timing for investors,…
Read more →If you could retire anywhere, where would it be? What are the main variables that would help you determine where to go? If you’re pursuing the answers to these questions, this podcast episode can help! This…
Read more →In this podcast episode, Wes shares five reasons retirees are retiring as soon as they can. He also talks through catalysts for retiring, dives into the retirement transition, shares comments from listeners regarding their retirement, reveals…
Read more →Building generational wealth is important and can help to set your family and future family up for success. However, what planning is required when it comes to passing down that wealth to your children and their…
Read more →History continues to repeat itself, especially when it comes to the economy and the stock market. In this podcast episode, Wes shares the power of two stock related averages; the average intra year decline and the…
Read more →Everyone seeks a smooth transition into retirement. Although it’s important to have a successful adjustment individually, including your spouse in the transition is also essential. In this episode, Louis H. Primavera, Ph.D. is back to discuss…
Read more →Quitting your job is your choice, and for most, there is a good reason behind doing it. In fact, there is currently a labor shortage in the U.S. because of so many Americans quitting on their…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
