

06.10.25 Ask An Advisor With Wes Moss
12 snips Jun 10, 2025
Wes Moss, a fiduciary financial advisor and author, shares invaluable insights on investing and retirement savings. He explains why tracking corporate earnings is crucial for both stock investors and index fund owners, shedding light on the S&P 500's impact on market trends. Wes introduces the lesser-known "Rule of 55," which allows retirees to access their 401(k) funds early without penalties, and discusses effective retirement planning strategies. Listeners can also enjoy Wes's answers to listener questions, making this session both educational and engaging.
AI Snips
Chapters
Transcript
Episode notes
Earnings Drive Market Growth
- Earnings are the paramount financial metric both for individual companies and the overall market.
- The growth of aggregate earnings drives stock market trends and long-term gains.
Track Earnings Growth Over Time
- Retail investors should track earnings growth over time for the companies they own.
- Avoid obsessing over every quarterly report if you're a buy and hold investor.
Participate in Proxy Voting
- Always vote your proxy to express your opinion as a shareholder.
- Your vote matters more as part of the collective ownership group, even if individually small.