Wes Answers Listener Questions

Posted on October 12, 2023

I’ve been doing some form of financial radio for more than fifteen years. In the book Outliers: The Story of… Read More

Client Spotlight: Barbi’s Cowgirl Escapade & Living the Colorado Dream

Posted on October 5, 2023October 5, 2023

We’ve all got that dream that’s been creepin’ and crawlin’ around in the back of our minds for years. Perhaps… Read More

Filing Early for Social Security Benefits: Avoid This Misstep in Your Retirement Planning

Posted on October 3, 2023

Saving Grace, The Early Filing Bear Trap As Capital Investment Advisor’s resident Social Security specialist, I spend a fair amount… Read More

Three Things You Might Not Know About Markets . . . That I Think You Should

Posted on September 28, 2023September 27, 2023

Investing is an endeavor of patience and perspective, two virtues not shared by the hurried world. The twenty-four-hour news cycle,… Read More

The Happiest Retirees Podcast: Ready for Launch

Posted on September 21, 2023September 20, 2023

Ten years ago, I found myself sitting in my car talking to a financial advisor. I wasn’t trying to move… Read More

What the Heck is a Core Pursuit?

Posted on September 14, 2023September 13, 2023

I spend a lot of time thinking about retirement. Not so much mine, although I should. No, my focus is… Read More

Why We Believe The 4 Percent Rule Is Here To Stay

Posted on August 31, 2023August 31, 2023

Suze Orman is at it again!  In a 2023 interview for Moneywise, she took aim at the 4 Percent Rule.… Read More

Participation vs. Perfection: A Study on Investment Success

Posted on August 24, 2023August 23, 2023

Days of Thunder: Driving Through the Scary Headlines  There have been far too many scary headlines lately. The most alarming… Read More

Why Modern Portfolio Theory is More Viable Than Ever

Posted on August 18, 2023August 22, 2023

The late, great Donna Summer famously sang, “She works hard for the money, so you better treat her right.” While… Read More