Articles

Articles by Wes Moss

Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 510 published articles

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Podcasts June 30, 2021

#28 – Wealth Creation in America and Utilizing A Financial Advisor with Brian Preston

When it comes to generating wealth, everyone wants to “get rich quick”. Little do people know, the easiest way to accomplish this is through a slow process and patience. As challenging as that sounds, no one…
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Podcasts June 30, 2021

#27 – The Retirement Grey Zone – Finding Your Second Career After Retirement

When it comes to retirement, we tend to think of things in black and white. In one stage, you’re working, and the next, you’re retired. Depending on what age you retire, this isn’t always the case.…
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Podcasts June 28, 2021

#26 – The Link Between Aging and Longevity in Retirement

Just because you’re getting older doesn’t mean that you should stop your efforts for longevity. After all, planning for a happy retirement includes following core pursuits and socializing with family and friends. Aging is inevitable, but…
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Podcasts June 24, 2021

#25 – The Three-Headed Monster That Investors Face Today

This year has brought us into a new economic environment. We are shifting from a closed economy to businesses reopening and gaining momentum as we recover from the past year. But with that momentum has come…
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Podcasts June 21, 2021

#24 – The Four Stages of Retirement

Today’s episode features licensed psychologist Louis H. Primavera, PhD. Wes and Dr. Primavera discuss the four stages of retirement including mental prep.
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Podcasts June 17, 2021

#23 – The Importance of Rational Optimism for Investors

Whether you get your news by television, websites, or social media, it is often dominated by a negative narrative. After all, the old saying when it comes to the media is, “if it bleeds, it leads.”…
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Podcasts June 14, 2021

#22 – Why Lifelong Learning Is Important, Even As An Adult with Tom Vanderbilt

Wes sits down with Tom Vanderbilt to discuss important lessons, reclaiming your identity by learning something new and why failing is a good thing.
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Podcasts June 10, 2021

#21 – How Conservatively Do I Need to Invest As I Get Older? The 15/50 Stock Rule

Today we’ll discuss the 15/50 Stock Rule, which helps guide investors in maintaining a balance between risk and reward according to their time horizon. In this episode, we’ll focus on the conversation soon-to-be retirees are likely…
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Blog June 8, 2021

Should You Ever Invest Outside Of Technology Companies?

Whether or not to invest in technology companies is a common question among investors. Wes Moss dives into whether this investing strategy and what you can do.
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Podcasts June 7, 2021

#20 – Making Smart Decisions with Your Money with Jill Schlesinger

Jill Schlesinger, CBS News Business Analyst and Author, shares some fantastic advice about retirement planning and the questions you should be asking to define your needs, manage your money and make smart financial decisions.
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Articles by Wes Moss

#28 – Wealth Creation in America and Utilizing A Financial Advisor with Brian Preston

#27 – The Retirement Grey Zone – Finding Your Second Career After Retirement

#26 – The Link Between Aging and Longevity in Retirement

#25 – The Three-Headed Monster That Investors Face Today

#24 – The Four Stages of Retirement

#23 – The Importance of Rational Optimism for Investors

#22 – Why Lifelong Learning Is Important, Even As An Adult with Tom Vanderbilt

#21 – How Conservatively Do I Need to Invest As I Get Older? The 15/50 Stock Rule

Should You Ever Invest Outside Of Technology Companies?

#20 – Making Smart Decisions with Your Money with Jill Schlesinger

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