Articles
5 Steps You Can Take To Avoid Penalties On Early 401K Withdrawals
Imagine this scenario for yourself: you’ve just turned 55 and want to withdraw money from your 401(k) plan. Normally, any distribution (other than specifically-qualified distributions)
What My Time In Yellowstone Taught Me About Leadership
Leaders with certain traits are sometimes referred to as alphas, a designation first applied to the leaders of animals that live in packs, such as
When Will The Next Recession Hit?
OK, so I’m going to talk about the dreaded R-word — recession. Is one lurking around the corner for our nation’s economy? Should hardworking Americans
Oh Snap! The Roller Coaster Of Investing In Social Media
If you’re like me, you stay in touch with friends the new old-fashioned way — by shooting a text or (gasp) actually talking to someone
Warren Buffett Offers $1 Million A Year For Life In His March Madness Challenge | Murky hedge funds and managing the risk of CEFs – Money Matters March 12, 2017
Buffett ups the ante and increases the odds of winning with his new college basketball March Madness challenge. Wes discusses the odds of getting just
What Happens When “Core Values” Fail
There’s an interesting phenomenon in our nation’s capital, called The Washington Monument Paradox. DC residents love the giant obelisk honoring our first President. They will tell you
California high school turns $15,000 into $24 million on their Snapchat investment | Trump’s speech to congress and the Snapchat IPO – Money Matters March 5, 2017
California high school turns $15,000 into $24 million on their Snapchat investment. We discuss social media company grand slams and complete strikeouts. Hour 1: WSB
Do Bonds Still Belong In Your Portfolio?
Pity the poor bond, always runner-up to stocks. We refer to “stocks and bonds,” never “bonds and stocks.” Nobody brags at the watercooler about their
Market Tension In The Air – Money Matters February 26, 2017
The Dow forges higher 11 days in a row. When will it give? Wes answers caller questions about a low yielding CD ladder, taxes, and
In Defense Of Bonds
The recent rise in interest rates has many investors reconsidering bonds, and with seemingly good reason. Interest rates and bond prices move in a seesaw
The Top 8 Places To Relocate And Live Cheaply Abroad – Money Matters February 19, 2017
In this week’s episode, Wes Moss discusses the top 8 places to relocate and live cheaply abroad and how the Fiduciary Rule is impacting the
5 Important Changes That May Impact Your 2016 Tax Preparation
We are officially in the midst of tax season. This year’s tax filing deadline is Tuesday, April 18. If you’re like 83% of Americans who get
Other Resources


