As a red-hot global stock market stumbles into bear territory, this Wall Street bull spots a dip worth buying
Tom Lee of Fundstrat says he’s buying the dip, and not scared off by Samsung’s losses
Tom Lee of Fundstrat says he’s buying the dip, and not scared off by Samsung’s losses
On every street, there’s always at least one house that sparks whispers of disapproval from the neighbors. Perhaps it’s the topic of a neighborhood group chat, or it could be kept to hushed complaints in private; either way, it’s drawing attention, and not in a good way. And if you can’t think of one on…
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…
Last week, I raved about the book Designing Your Life by Bill Burnett and Dave Evans. These two Stanford design professors have taken design principles and applied them to helping people figure out what they want to be when they grow up. After advocating Designing Your Life to several friends, two of them suggested that…
The secular decline in birth rates across the globe over the past seven decades has slowed population growth, raised average ages, and reshaped labor markets and the macroeconomy. Contrary to the widespread expectation that these trends hamper economic growth, we find lower birth rates are associated with higher growth in GDP per working-age adult across…
Topline Online bettors believe Democrats are still slight favorites to win the Maine Senate, with the party’s odds slightly improving in the past few days despite allegations of sexual assault against nominee Graham Platner—amid growing speculation that the scandal-ridden candidate may drop out after losing key endorsements. Democratic U.S. Senate candidate Graham Platner is facing…
Hi. Today’s will be short and sweet. If you have been playing along, we are switching from planning to doing. If you need to catch up, click here. You don’t like going to the store when it’s full of people, do you? Me neither. I also want to ensure that I have no reason to…
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…
The research suggests that these companies prioritize “quick prescriptions” over good care
Recorded on location at the Wealth Management Edge conference, Zephyr’s Adjusted for Risk podcast features Jim Dickson, CEO and founder of Elevation Point, discussing how financial advisors should approach AI. Dickson argues firms often skip the “unglamorous” but essential work of organizing, codifying, and centralizing data into a warehouse/lake before expecting meaningful AI results. He…