Money Matters With Wes Moss Wes Moss

Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller on today’s show. They digest the week's news before jumping into Jerome Powell’s recent economic comments regarding interest rates, inflation, and stagflation. Next, Wes recalls a recent Dave and Busters adventure with his son to explore betting on “anything” and who might be capitalizing on the trend. Then, they compare two different retirement withdrawal rates, highlighting the practical implications of each and what it might mean for the duration of a happy retirement.

Jeff Lloyd, Capital Investment Advisors Wealth Management Analyst, joins Wes to assess last week’s concept of the “Parental Federal Reserve” and why PCE (Personal Consumption Expenditures) is a fly in the soup. Next, they focus on financial discipline, zoom in on American productivity, and explain why scary headlines sometimes overshadow positive trends. Wes summarizes a recent Retire Sooner podcast interview with Jaspreet Singh that carries over to a RedFin study about housing and the Americans who can no longer afford to be their own neighbors. Finally, they wrap up with the disconnect between the state of the economy and the public’s sentiment about it.

Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the studio. They talk about cotton candy inflation and the market’s obsession with the Fed, comparing it to kids preferring candy when their parents insist on vegetables. They evaluate when the Fed might end up cutting interest rates, marvel at Johnson & Johnson raising their dividend for the 62nd year in a row, and delve into the reality that many future retirees don’t have enough money saved. They discuss the Sag Harbor couple who built a $15 million home only to sell it because their dog wasn’t a fan and analyze Caitlin Clark’s surprising WNBA salary. Finally, they examine some well-performing Dividend Paying Stock ETFs.

Wes invites Connor Miller, Capital Investment Advisors' Chief Investment Officer, into the studio to rave about the lack of inflation at the Masters Golf Tournament's concession stands and lament the stickiness of overall inflation in the economy. Then, they examine the looming tax deadline, market-broadening behavior, Baby Boomers, and California's minimum wage. Finally, they talk about possible magic retirement number benchmarks.

Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the show. They compare notes about NCAA basketball, especially Iowa’s Caitlin Clark, then segue into an article about Gen Zers needing a therapist to deal with the stress of filing taxes. Wes breaks down changes in the formerly surging Magnificent Seven set of stocks, examines a Northwest Mutual study about nest eggs, studies Redfin stats about aging Baby Boomers keeping their homes, discusses how to max out retirement savings without running out, and disagrees with a dire warning from Bridgewater founder Ray Dalio.

Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller. They discuss Applebee’s date night pass and the rising cost of eating out, Krispy Kreme teaming up with McDonald’s, and which budget areas Americans are choosing to tighten because of inflation. Then they elaborate on the S&P 500 having its finest first quarter in five years and more companies contributing to that success, a development they call “Broadening of the Rally.” They warn of the challenges investors might find if their strategy lets the dog chase its tail. Finally, they end with Wes’ favorite headline of the week, “Inflation is Bananas,” about Trader Joe’s raising banana prices from 19 to 23 cents, its first increase in 20 years.