Couple Retires By Mid-30s
What’s your definition of “early” retirement? Sixty? Fifty-two? A California couple recently retired in their mid-30s with $1 million in the bank, according to a story in Forbes magazine. That remarkable accomplishment would be difficult for most of us to replicate. I know I couldn’t do it — not with four kids! The couple, Travis […]
Money Matters with Wes Moss | March 20, 2016
Wes Moss covers important deadlines for major changes coming into law for social security and other updates on oil prices, minimum wage rates, and more. March 20, 2016 Hour 1 March 20, 2016 Hour 2 Wes Moss, Chief Investment Strategist, at Capital Investment Advisors is the host of “Money Matters,” a weekly radio show offering […]
A Retirement Chart Sure To Give You Anxiety
I love how easily two-step charts are able to relay information to us. You look left, look right and then find your corresponding data point that reveals your answer. If only we could answer all of life’s tricky questions through a quick two-step chart. The other day I shared JP Morgan’s 2015 Guide to Retirement […]
Robo Advisor vs. Digital Advisor
The robo-advisor: not since John Bogle came up with the idea for Vanguard in 1975 has a new development in the investment industry caused so much controversy and turmoil. I can appreciate Wealthfront CEO’s position on his new robo competition from Charles Schwab. There are already dozens of media stories that detail the debate. I […]
One Secret To Retiring Sooner
As people have really dug into my new book over the last few months, You Can Retire Sooner Than You Think: The Five Money Secrets of the Happiest Retirees, I’ve had a common question come back to me: “Given the fact that people are already living longer, requiring a longer draw-down period from their nest […]
Emotion Versus Fundamentals
Volatility is back in a major way. And it has investors wondering if there’s about to be a repeat of 2007 and 2008. Are we on the brink of another recession? Our thought is that you shouldn’t jump to that conclusion so soon. The volatility is definitely there and we saw some major dips in […]
3 Excellent ETFs to Explore
Each Sunday on Money Matters, our Chief Investment Strategist Wes Moss shares an ETF of the Week. The ETF of the week is an ETF (exchange traded fund) that Moss identifies as a top pick that investors may choose to consider as they are consulting with their advisors on investing options. Let’s explore three ETFs […]