Recently Wes Moss was featured in The Street: Retirement Daily article on Factors, Financial and Otherwise, That Can Lead to a Happy Retirement. Read the excerpted section of the article below. A 2020 meta-analysis found that approximately 28% of retirees are…
A recent article from the Wall Street Journal took a shot at two time-honored investment strategies: the 60/40 portfolio and the 4% rule. Will these two financial principles work in the future? CERTIFIED FINANCIAL PLANNER® Wes Moss, a managing partner with Capital Investment Advisors, joins Christa to discuss the purpose of these fundamentals and explains…
We research all brands listed and may earn a fee from our partners. Research and financial considerations may influence how brands are displayed. Not all brands are included. Learn more. It’s likely not surprising that the markets have been a roller coaster of a ride the last few years, with crypto, stocks, bonds, and real…
“Fifty Shades” star Dakota Johnson has officially sold her stunning Los Angeles home for just a few dollars under her $6 million asking price—just days after putting it on the market.
By Jim Dahle, WCI Founder <!– The world of paying for medical school had a significant change with the passage of the One Big Beautiful Big Act (OBBBA) in the summer of 2025, although the gradual implementation of new policies has lessened the blow. New medical students for the 2026-2027 year are limited to borrowing…
Wavvest, a Chicago-based startup that has built an AI-native operating system for independent wealth managers, has added Vinnie Maliakkal, a former Charles Schwab vice president, as managing director and founding advisor to its in-house registered investment advisor. Chicago-based Maliakkal spent the last 11 years at Schwab, where he managed $1.4 billion in client assets for…
Retirement calculators can help us plan and prepare to retire. When we are years away, these online tools can help us determine how much we should be saving. As we approach our time to retire, they can help us understand how much we can spend each year in retirement without going broke. Not all retirement…
We research all brands listed and may earn a fee from our partners. Research and financial considerations may influence how brands are displayed. Not all brands are included. Learn more. Workplace benefits are a major draw when people are looking at job openings, but if you move around from company to company, it’s possible that…
It’s possible to make $100s by opening a new bank account, but sorting through the best offers can be tricky. There’s no shortage of enticing opportunities for banking clients right now. We’re happy to do the work for you. The Money Crashers team combs through hundreds of bank account deals every month to find you…
We research all brands listed and may earn a fee from our partners. Research and financial considerations may influence how brands are displayed. Not all brands are included. Learn more. Social Security checks are often a key part of a retiree’s budget — and missing out on some of that money can come as a…