Wes Moss Featured on The Motley Fool Money Podcast

Cleveland-based MAI Capital Management has acquired fee-only registered investment advisor Waypoint Wealth Counsel, adding about $490 million in assets and jumping into the Atlanta market. Founded in 2014 by Brad McGrew and Matthew Woods, Atlanta-based Waypoint provides financial planning and investment management to affluent and ultra-high-net-worth individuals and families, with a particular focus on…

“We’re a little bit late to the party with this ETF launch, probably about two to three years, in my opinion… We are not momentum managers, like every other fundamental manager is buying memory compute six months ago. And believe it or not, they’re blowing up in front of us right now. I know it….

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For years, the financial institutions handling President Donald Trump’s sprawling investment portfolio have remained one of the most mysterious parts of his personal finances. A CNBC analysis of Trump’s 2025 annual financial disclosure filed with the Office of Government Ethics has linked JPMorgan Chase, Charles Schwab, UBS and Stephens Inc. to at least four of…

A bucket inside a Home Depot store in San Jose, California, US, on Thursday, Aug. 13, 2026. David Paul Morris | Bloomberg | Getty Images Home Depot on Tuesday reported fiscal second-quarter results that beat Wall Street expectations on the top and bottom lines and reaffirmed its full fiscal year guidance. “We continue to operate…