Ready to cut through the noise and get clear on today’s financial markets and retirement planning trends? On this episode of the Money Matters Podcast, Wes Moss and Connor Miller share perspectives on market performance, economic updates, and planning frameworks that can help inform your financial decision-making.
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Review how the S&P 500’s recent run compares to historical stock market returns.
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Reflect on how past market performance can offer perspective, while recognizing it does not predict future results.
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Learn about the 0.01% Rule—a spending framework designed to encourage intentional financial choices tied to net worth.
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Explore the balance between frugality and valuing your time in retirement.
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Look at recent updates on interest rates, mortgage rates, job market data, and rental prices.
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Understand how Federal Reserve policy decisions interact with interest rates across the economy.
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See how seasonal stock market patterns have varied since 1928.
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Compare dividend-paying stocks with broader indexes in different market environments.
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Hear perspectives on the role of artificial intelligence in financial planning, including its potential and limitations.
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Access retirement planning resources that can help you benchmark savings progress at different stages of life.
Stay informed about the economic forces that shape your financial world. Listen and subscribe to the Money Matters Podcast to keep learning each week.
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This information is provided to you as a resource for educational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular security. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuations, including periods of negative returns and periods where dividends will not be paid. Past performance is not indicative of future results when considering any investment vehicle. The mention of any specific security should not be inferred as having been successful or responsible for any investor achieving their investment goals. Additionally, the mention of any specific security is not to infer investment success of the security or of any portfolio. A reader may request a list of all recommendations made by Capital Investment Advisors within the immediately preceding period of one year upon written request to Capital Investment Advisors. It is not known whether any investor holding the mentioned securities have achieved their investment goals or experienced appreciation of their portfolio. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.
