2018 Second Quarter Market Recap
All In All, An Okay Quarter Despite Some Continued Choppiness After an unnerving first quarter which saw a 10%+ correction, markets stabilized during the second quarter. That’s not to say there weren’t hiccups. Volatility is persisting at higher levels than experienced in 2017. The S&P 500 ended the second quarter positive by a few […]
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 […]
8 Secrets of Millionaires That Might Surprise You
“Dad, how do people become millionaires?” It’s a question I’ve gotten many times from my kids. I typically listen to financial talk radio while I’m driving, and “millionaire” or “billionaire” verbiage gets thrown around on a daily basis. Naturally, as kids grow up, they begin to learn about money, and their curiosity turns to the […]
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 […]
How To Hold Steady When The Market Swings
I vividly remember a book series from my childhood called “value tales.” Each book chronicled someone famous and a trait that personified their success. Now, years later, I’m reading those same books with my kids. We just read “The Value of Humor,” which profiles the life of Will Rogers. Rogers’ prime years were during the […]
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 […]
How To Make The Forbes 400
On another fateful car ride to my son’s elementary school, we were listening to Bloomberg Radio, and they started discussing the Forbes list of The Richest Americans. My son asked me, “How did Bill Gates get so rich?” I told him that Gates had started a company in his garage that grew and grew until […]
What Warren Buffett Knows That You Don’t
The other morning I was listening to Bloomberg as I was taking my second grader, to school. On the radio they were discussing the Japanese journalist that was recently killed by ISIS. Then they moved into the Eric Garner case, talking about how he had died being apprehended by police. My son then piped up […]
10 Key Themes That Will Impact Your Investments in 2015
If we look into our economic history books ten or twenty years from now, how might 2014 be remembered? Maybe as, “the year that oil prices crashed, despite a strong US economy,” or perhaps, “the year when nearly every economist on Wall Street predicted a rise in interest rates that never came.” It could even […]
Is Now the Best time To Sell?
The market kicked off in 2013 with a major uptick and it wasn’t until late May that we really saw a big impact on the Dow. This has been a lingering concern of many investors who think that such a good thing can’t last too long. By mid-May, many investors were asking- Sell in May […]