Articles
Wes Answers Listener Questions
I’ve been doing some form of financial radio for more than fifteen years. In the book Outliers: The Story of Success, author Malcolm Gladwell stated
Client Spotlight: Barbi’s Cowgirl Escapade & Living the Colorado Dream
We’ve all got that dream that’s been creepin’ and crawlin’ around in the back of our minds for years. Perhaps it’s something we’ve always wanted
Filing Early for Social Security Benefits: Avoid This Misstep in Your Retirement Planning
Saving Grace, The Early Filing Bear Trap As Capital Investment Advisor’s resident Social Security specialist, I spend a fair amount of time helping people with
Three Things You Might Not Know About Markets . . . That I Think You Should
Investing is an endeavor of patience and perspective, two virtues not shared by the hurried world. The twenty-four-hour news cycle, social media, and smartphones ensure
The Happiest Retirees Podcast: Ready for Launch
Ten years ago, I found myself sitting in my car talking to a financial advisor. I wasn’t trying to move any money to a Roth
What the Heck is a Core Pursuit?
I spend a lot of time thinking about retirement. Not so much mine, although I should. No, my focus is typically on the retirement of
Why We Believe The 4 Percent Rule Is Here To Stay
Suze Orman is at it again! In a 2023 interview for Moneywise, she took aim at the 4 Percent Rule. “I think it doesn’t work
Participation vs. Perfection: A Study on Investment Success
Days of Thunder: Driving Through the Scary Headlines There have been far too many scary headlines lately. The most alarming of these came in early
Why Modern Portfolio Theory is More Viable Than Ever
The late, great Donna Summer famously sang, “She works hard for the money, so you better treat her right.” While the Queen of Disco was
The Financial Benefits of Marriage
Interest rate increases and inflation have dominated the news in recent memory. From mortgage rates to the price of tacos, almost everything has seemingly gone
5 Money Secrets of the Happiest Retirees
I spend so much time studying financial minutiae that when I have a free moment, I typically try to focus on the other aspects of
How Neuroscience Proves The Importance of Friendship
Have you ever thought about what it takes to make a friend? What happens inside of your brain when you feel a social connection click?