Articles
10 Financial Catalyst Events That Could Impact Your Happy Retirement Planning
Change is part of life. There’s no avoiding it, and the energy spent trying is wasted. As we plan for retirement, it’s essential that we
Client Spotlight: Liz & David’s Dream Trip to Iceland
Our readers know that from time to time, we like to swing the spotlight around, off of us, so that the light can shine brightly
10 Lifestyle Catalyst Events That Could Impact Your Happy Retirement Planning
Life is unpredictable. One of the very few things we can count on as we plan for retirement is that change will be constant. We
Consistency vs. Chasing Returns: A Study on Investment Performance
The fear of missing out (FOMO) is the anxiety a person feels when missing out on opportunities they perceive that others are experiencing. Whether it
The Cost of Living in a Mad, Mad World
With all the suffering and strife in various parts of the globe, it’s challenging to focus on much else. No financial news matters more than
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
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