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T+1 Settlement, Q1 Earnings, Retirement Tips, Scams, Loneliness, and Happiness.

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Manage episode 421965409 series 3548148
Content provided by Wes Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Moss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On today’s show, Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, joins Wes. They briefly discuss the kids being out of school for the summer and Jeff’s celebrity-filled golf outing before shifting to the new T+1 settlement, which says stock trades will settle in one business day rather than two. Then, they analyze core pursuits and the health benefits of tennis. They review retirement tips and look toward completing the Q1 earning season. They consider the danger of scams and the potential loneliness of people working from home. Finally, they examine how much happiness a salary might be able to buy.

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 421965409 series 3548148
Content provided by Wes Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Moss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On today’s show, Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, joins Wes. They briefly discuss the kids being out of school for the summer and Jeff’s celebrity-filled golf outing before shifting to the new T+1 settlement, which says stock trades will settle in one business day rather than two. Then, they analyze core pursuits and the health benefits of tennis. They review retirement tips and look toward completing the Q1 earning season. They consider the danger of scams and the potential loneliness of people working from home. Finally, they examine how much happiness a salary might be able to buy.

  continue reading

26 episodes

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