Wes Moss
Host, Money Matters at WSB-AM (Atlanta, GA)
Host at Retire Sooner with Wes Moss
Host at Money Matters with Wes Moss
Dad of 4 boys, Host of Money Matters on @WSBRadio and Retire Sooner Podcast. Partner at @yourwealthcia. Social Media Rules of Engagement: https://t.co/ESSQ7zIBf2
Articles
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2 weeks ago |
forbes.com | Wes Moss
J.P. Morgan Asset Management’s 2025 Guide to Retirement includes a chart illustrating how investors describe their investment risk tolerance at different ages, scaled from 1 to 5. Conservative Moderately Conservative Moderate Moderately Aggressive AggressiveThose at a 1 were mostly in bonds, whereas those at a 5 were most likely 100% in stocks. The numbers were paired with age, and the data showed that overall risk tolerance seems to peak around age 55.
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1 month ago |
forbes.com | Wes Moss
The S&P 500 bottomed out around -25% in October of 2022. Since then, the U.S. has enjoyed a relative recovery and numerous all-time highs. That is, until the fallout from the April 2025 tariffs and subsequent trade wars triggered “... the worst week for the stock market since 2020, when the Covid-19 pandemic led to global shutdowns and other disruption.” Suddenly, the term “bear market” is back in the news. What Is A Bear Market?
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1 month ago |
forbes.com | Wes Moss
The New York Fed’s Survey of Consumer Expectations found that the percentage of Americans who plan to work past 62 fell from 56% to 46% from 2014 to 2024. The average expected likelihood of working beyond age 67 was only 34.2% as of August 2024. With the number of early retirees increasing, it is even more critical for people to make productive decisions and avoid pitfalls.
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2 months ago |
finance.einnews.com | Wes Moss
According to the Federal Reserve's Survey of Consumer Finances, mini-millionaires are on the rise. getty The Federal Reserve releases its Survey of Consumer Finances every three years. One of the most detailed datasets collected on domestic wealth, the last report looked at 4,602 households between 2019 and 2022, calculating wealth based on real estate, stocks, bonds, bank and retirement accounts, cryptocurrencies, and more.
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2 months ago |
bottomlineinc.com | Wes Moss |Robert Michelin
One of the biggest challenges in retirement planning is deciding on how much you need to save to last the rest of your life. There are so many financial unknowns and potential outcomes that retirement savers often feel confused, hopeless and unable to establish goals. A lot of Americans assume that they need to save millions of dollars to live a fulfilling life in their senior years. But Wes Moss, CFP, chief investment strategist for Capital Investment Advisors, says that’s not true.
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There are so many scary headlines bombarding Americans these days. It’s understandable why you'd consider pulling money out of the #market. But is that productive? Let's review the statistical advantage of stay the course in this episode of #RetireSooner. https://t.co/dOYzqM1GD2 https://t.co/ljsakOsVnf
During my conversation with Dr. William Li @drwilliamli, he shares why we should rely on food as medicine and which foods are packed with nutrients. https://t.co/JC6L0RFRZO #health #retirement #RetireSooner https://t.co/EIVaVjl4c5
Dr. William Li, world-renowned physician, scientist, TED speaker, and author, joins me on this episode of #RetireSooner to share just how much food can impact our health. https://t.co/w9v8s1LiRY #health #RetirementPlanning #retirement https://t.co/pEMxVAXXHN