
Tuesday, November 3rd is the big day. Who will it be – Trump or Biden? We know the candidates are polar opposites on the issue of taxes, and that could impact our wallet. But what will happen to the market depending on the outcome? Should “Smart Money” investors worry about what Wall Street does over the next several weeks? Many Americans are asking this question, and Wes is breaking down what our true focus should be on instead of politics and the media.
Oct 30, 2020
10 min

More time at home has motivated many to make a few upgrades and finally fix a few things around the house. In our latest episode, Wes discusses how to plan for these expenses, and how they could pay off down the road.
Oct 23, 2020
11 min

With the recent passing of legendary guitarist Eddie Van Halen, former singer of Van Halen, Sammy Hagar explained how their relationship worked. The immediate answer was Chemistry. In this episode, Kristen and Wes discuss the importance of chemistry, whether it’s between you and a friend, a spouse, or with a financial advisor.
Oct 16, 2020
10 min

One of the top stories in the news has been the claim that President Trump paid little, or no, taxes over the past decade. Instead of arguing whether that’s accurate or not – We all agree that the ultra-wealthy have ways… legal ways – of reducing the amount of taxes they owe. If you’re part of the middle class and wondering what you’re doing wrong, this episode is for you! Wes spotlights what all of this REALLY means, and how to can find out if you’re able to legally lower your personal tax liabilities.
Oct 9, 2020
13 min

This isn’t a right vs. left, Trump vs. Biden debate. This episode is all about YOU and your money! With such a heated election season, Wes discusses how Wall Street could react to the outcome… But more importantly, how it could directly impact your bottom line. Yes, we’re faced with a lot of uncertainty, but Wes breaks down the numbers you CAN control… and how to NOT let headlines or politics dictate your future.
Oct 2, 2020
14 min

Ever heard the adage “as California goes, so goes the nation?" That saying will fire you up after listening to this episode! California lawmakers are not only trying to hike their state income tax rates, but they’re now also pushing what would be a first-in-the-nation wealth tax! If they get away with it, you KNOW other states will likely attempt to do the same. Whether you work with an advisor or are a DIY investor, Wes explains what to watch out for and how to be as tax efficient as possible with your portfolio.
Sep 10, 2020
10 min

It’s been said that one of the keys to successful investing is not putting all your eggs in one basket – also known as diversification. So, you’d assume that investing in an index such as the S&P 500 would protect you, right? Well, not necessarily! Wes brings to light that about a quarter of the S&P’s total value is made up of just 6 companies, and he explains what steps you can take to make sure you aren’t putting all of your eggs in one basket.
Aug 6, 2020
9 min

America's retirees today face unique circumstances and challenges given the fiscal health of the United States. In this episode, Wes sits down with his dad, Rick, to discuss the realities retirees face today.
Jul 23, 2020
19 min

Asset allocation: The combination of diversified investments in your portfolio. Seems simple enough, right? Not necessarily. Wes breaks down why asset allocation is one of the most important decisions long-term investors can make… and what you may not know.
Jul 10, 2020
8 min

As amateur golfers, we often watch tournaments and pick up a few tips from the pros to try to improve our swing and go the distance on the fairway. Wes and Austin share experiences from their own game, and spotlight 4 lessons from the golf course that can help investors like you with your financial long game… And more importantly, how to stay the financial course!
Jul 3, 2020
14 min
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