#46 – Historical Market Highs, Housing Logjams, Treasury’s TGA, and One Impressive Retirement Life Map

Wes is joined today by co-host, producer, and new Uncle Jeff Lloyd. They toss out the pumpkins, string up the holiday lights, and examine the plethora of recent market highs. For perspective, they chart market returns dating back to William McKinley in 1896. Next, they dig into the housing market and discover a concerning revelation. […]
#45 – Election Results, A Certainty Pop, And What It All Means For Future Retirees

On today’s episode of Money Matters, Wes welcomes Connor Miller, Capital Investment Advisor’s Chief Investment Officer, to join him for financial analysis about the recent presidential election. They point to inflation as a probable motivation for a large swath of voters looking to make a change. They examine initial market reactions, including a “certainty pop,” […]
#44 – Election Indicators, Market Predictions, Stem Cell Research, and Staying Invested

Co-host and Producer Jeff Lloyd joins Wes on today’s episode of Money Matters to deliberate election indicators, market predictions, advances in stem cell research, and the impact of daylight savings and inflation on everyday life. They assess predictive tools like S&P 500 performance, the Misery Index, and the rising popularity of betting markets. They review […]
#43 – Halloween And Housing Economics, Election Outcomes, And The Harvest Business Review’s Article About Retirement

Money Matters Co-host and Producer Jeff Lloyd joins Wes on today’s show. They jump into the economics of Halloween spending vs. holiday spending. They review the misery index and where it currently stands. They discuss the housing log jam, existing home sales, and how interest rates contribute to those outcomes. They dig into the unemployment […]
#42 – The Dow Goes High, New 401(k) Limits, And Closer Look At Private Equity

Connor Miller, Chief Investment Officer for Capital Investment Advisors, joins Wes to review the week’s essential financial headlines. They analyze the Dow ending the session above 43,000 for the first time, how US Retail Sales seem to imply that the US Consumer is strong, the most recent bank earnings analysis, and new 401(k) limits. Finally, […]
#41 – The CPI Report, Global Birth Rate Concerns, And Wes’s Five Reasons For Being Bullish About The United States

Wes is joined in the studio by Connor Miller, Chief Investment Officer for Capital Investment Advisors. They review the underperforming jobs report. They deliberate the cumulative effect of inflation and how that might usher in negative vibes despite encouraging CPI numbers. They explore the Wall Street Journal’s article about the global decline in birth rates […]
#40 – Presidential Market Performance, Q3 Review, Fruit Loops Ban, And The Peak 65 Stat Of The Week

Investment advisor and regular co-host Jeff Lloyd joins Wes on today’s episode of Money Matters. They delve into the week’s latest news, including scary headlines and California banishing Froot Loops from school cafeterias. They dig into Q3 and explore housing challenges, such as inventory and mortgage rates. They inspect the “peak 65” stat of the […]
#39 – Impact of the Fed Rate Cut: What History Says Happens With Stocks, Bonds, and Cash Investments After Rate Cuts

In this episode of “Money Matters,” hosts Wes Moss and Jeff Lloyd dive deep into the impact of the recent Federal Reserve rate cut on various asset classes, including stocks, bonds, and cash. Amid discussions on the returns in the bond market, Wes and Jeff also explore historical trends, showing how the S&P 500 often […]
#38 – Fed Rate Cuts, University Degree Efficacy, Millionaire Renters, And Election Result Market Returns

Wes is joined by CIA’s Chief Investment Officer Connor Miller on today’s episode of Money Matters. They discuss the significant news about the Fed cutting interest rates. They probe a study showing that 41% of Americans report peak stress conditions, though the misery index fell slightly from last year. They dive into a list of […]
#37 – Inflation Softening, Election Uncertainty, Apple Stats, And A 5% Retirement Withdrawal Rate

Wes is joined by Money Matters Producer Jeff Lloyd. They delve into current events affecting Americans—U.S. inflation softening as the Federal Reserve prepares to cut interest rates, the latest mortgage figures, and how election uncertainty may be influencing the stock market. Then, they use the new iPhone 16 announcement to examine Apple’s statistics. Finally, they […]