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Wes Moss

Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. Wes is the Chief Investment Strategist at Capital Investment Advisors (CIA). CIA currently manages more than a billion dollars in client assets, making it one of Georgia’s largest Fee-Only investment firms, according to the Atlanta Business Chronicle. Wes is also a partner at Wela, a digital advisory service based in Atlanta that offers free financial management tools and the ability for clients to work online with a financial planner.  In 2014, 2015, and 2016, Barron’s Magazine named Wes as one of America’s top 1,200 Financial Advisors. Wes was also named one of Atlanta’s 40 Under 40 by the Atlanta Business Chronicle in 2015. In 2014, he was named as one of the top 40 investment advisors (under 40) in the country by Investment News in their inaugural list.  In addition, Wes is a regular contributor to the Atlanta Journal Constitution, and for a number of years wrote for AJC.com, the website of The Atlanta Journal Constitution. He is also the editor and writer for About.com’s Financial Planning blog and a regular contributor to Clark Howard’s site, Clark.com. In 2014, Wes was the host of Atlanta Tech Edge, a weekly TV show on Atlanta’s NBC affiliate WXIA, covering the fascinating business of technology within the state of Georgia. He is also the financial consultant for Spike TV’s show, Life Or Debt.  Wes holds a degree in economics from the University of North Carolina, Chapel Hill. He lives in Atlanta with his wife and four sons and loves spending time with his family, coaching lacrosse, and playing golf and tennis.  Wes has written several books including Starting from Scratch (Kaplan) and Make More, Worry Less (FT Press). His latest book, You Can Retire Sooner Than You Think – The 5 Money Secrets of the Happiest Retirees (McGraw Hill 2014), has been a bestseller in the retirement planning category. This book’s unique message and research struck a chord with readers and the financial community since its release in May of 2014. Wes has also served as a financial expert for both local and national media including CNN, CNBC and Fox Business Network. He has been interviewed by USA Today, Forbes, Time, the Wall Street Journal, and Yahoo Finance.

Latest from Wes Moss

Wes Moss: Does the stock market high spell danger?
 Despite the fierce political environment in Washington, Wall Street (and Main Street) have had a solid 2017 so far. In recent weeks, all three major stock indexes have scored record closes. Although we’re in the midst of a bull market, some investors are leery. The question on their minds: Does the market at all-time highs signal danger?...

Posted: 6 days ago

Despite the fierce political environment in Washington, Wall Street (and Main Street) have had a solid 2017 so far. In recent weeks, all three major stock indexes have scored record closes. Although we’re in the midst of a bull market, some investors are leery. The question on their minds: Does the market at all-time highs signal danger?...
Wes Moss: What Amazon’s 20 years teaches us about New American Economy
 Hard to believe that just two decades ago, when current college students were in diapers, there was no Amazon. Now it’s an integral part of the economy. Amazon ushered in massive changes in how we shop. But the company’s story contains a more important lesson about the New American Economy. Let’s consider first how...

Posted: 24 days ago

Hard to believe that just two decades ago, when current college students were in diapers, there was no Amazon. Now it’s an integral part of the economy. Amazon ushered in massive changes in how we shop. But the company’s story contains a more important lesson about the New American Economy. Let’s consider first how...
Wes Moss: How Atlanta escaped economic disaster after I-85 collapse
 Upon seeing the I-85 bridge collapse, I immediately thought, “This could be a real tragedy for our city’s long-term economic health.” While traffic here is notoriously terrible, it went from bad to apocalyptic with the I-85 bridge collapse. Even before a fire took down a key piece of I-85, Atlanta was in the top five...

7:52 PM Friday, May. 19, 2017

Upon seeing the I-85 bridge collapse, I immediately thought, “This could be a real tragedy for our city’s long-term economic health.” While traffic here is notoriously terrible, it went from bad to apocalyptic with the I-85 bridge collapse. Even before a fire took down a key piece of I-85, Atlanta was in the top five...
Wes Moss: What’s better, active or passive investing?
 As an investment advisor, one of my most important roles is to educate folks about the facts and fictions of investing. I recently received an email from a radio listener outlining concerns about her current investment approach. This listener had been using active mutual funds for years and wanted to rebalance her portfolio using passive...

8:25 PM Friday, May. 05, 2017

As an investment advisor, one of my most important roles is to educate folks about the facts and fictions of investing. I recently received an email from a radio listener outlining concerns about her current investment approach. This listener had been using active mutual funds for years and wanted to rebalance her portfolio using passive...
Wes Moss: Dividends don’t lie
 Asking a financial advisor to name his favorite investment is like asking someone to tell you their favorite flavor of ice cream. We’ll say that every asset class (well, nearly every one) is wonderful in its own way, but we all have our own preferences. The reality is, we all have asset types that we love more than the other Ben & Jerry&rsquo...

9:00 AM Friday, Apr. 21, 2017

Asking a financial advisor to name his favorite investment is like asking someone to tell you their favorite flavor of ice cream. We’ll say that every asset class (well, nearly every one) is wonderful in its own way, but we all have our own preferences. The reality is, we all have asset types that we love more than the other Ben & Jerry&rsquo...
Wes Moss: The stock market is shrinking — here’s why
 We’re facing a biodiversity crisis. It’s a slow-moving ecological disaster that could have serious ramifications in the long run. I’m not talking about what’s happening in the Earth’s jungles and forests, where we may be losing up to 1,000 species per year. This crisis is happening on Wall Street. Recent years...

7:47 PM Thursday, Apr. 06, 2017

We’re facing a biodiversity crisis. It’s a slow-moving ecological disaster that could have serious ramifications in the long run. I’m not talking about what’s happening in the Earth’s jungles and forests, where we may be losing up to 1,000 species per year. This crisis is happening on Wall Street. Recent years...
Wes Moss: When will the next recession hit?
 OK, so I’m going to talk about the dreaded R-word — recession. Is one lurking around the corner for our nation’s economy? Should hardworking Americans be concerned about their livelihood? Their investments? The short answer is, probably not right now. But the question does merit a look at the numbers. Right now, inflation...

6:28 PM Friday, Mar. 24, 2017

OK, so I’m going to talk about the dreaded R-word — recession. Is one lurking around the corner for our nation’s economy? Should hardworking Americans be concerned about their livelihood? Their investments? The short answer is, probably not right now. But the question does merit a look at the numbers. Right now, inflation...
Wes Moss: Oh Snap! The roller coaster of investing in social media
 If you’re like me, you stay in touch with friends the new old-fashioned way — by shooting a text or (gasp) actually talking to someone on the phone. Today, though, we live in a world of ever-changing technology. The continuous stream of new gadgets and apps is constantly changing the way we communicate. Enter Snapchat. If you&rsquo...

9:41 PM Thursday, Mar. 09, 2017

If you’re like me, you stay in touch with friends the new old-fashioned way — by shooting a text or (gasp) actually talking to someone on the phone. Today, though, we live in a world of ever-changing technology. The continuous stream of new gadgets and apps is constantly changing the way we communicate. Enter Snapchat. If you&rsquo...
Wes Moss: Do bonds still belong in your portfolio?
 Pity the poor bond, always runner-up to stocks. We refer to “stocks and bonds,” never “bonds and stocks.” Nobody brags at the watercooler about their smart bonds picks. And, now, bonds are starting to face an even bigger PR problem. And like a lot of PR problems, the bad headlines may be unfair. The current upward...

5:00 AM Monday, Feb. 27, 2017

Pity the poor bond, always runner-up to stocks. We refer to “stocks and bonds,” never “bonds and stocks.” Nobody brags at the watercooler about their smart bonds picks. And, now, bonds are starting to face an even bigger PR problem. And like a lot of PR problems, the bad headlines may be unfair. The current upward...
Wes Moss: What’s an income investor to do in a rising rate environment?
 Interest rates have been on the rise since hitting a historic low in mid-2016. Is this a good thing? To borrow a phrase most often associated with politics, where you stand on that question depends on where you sit. If you’re looking to buy a home, or have a small-business loan with a variable rate, you might be getting a little antsy...

11:09 PM Thursday, Feb. 09, 2017

Interest rates have been on the rise since hitting a historic low in mid-2016. Is this a good thing? To borrow a phrase most often associated with politics, where you stand on that question depends on where you sit. If you’re looking to buy a home, or have a small-business loan with a variable rate, you might be getting a little antsy...
Wes Moss: With Dow breaking 20,000, what can we expect now?
 What a way to start 2017. Donald Trump in the White House, the Dow breaks 20,000, and the Falcons are going to the Super Bowl. That’s a lot of change to start the year. But any number of things remain unchanged in this crazy new world. We all love Julio Jones, mac and cheese is a staple in any household with kids under 10, and stocks...

4:34 PM Friday, Jan. 27, 2017

What a way to start 2017. Donald Trump in the White House, the Dow breaks 20,000, and the Falcons are going to the Super Bowl. That’s a lot of change to start the year. But any number of things remain unchanged in this crazy new world. We all love Julio Jones, mac and cheese is a staple in any household with kids under 10, and stocks...