Money Talks - January 24, 201501/26/15
This week on "Money Talks," Dr. Gene is joined by Bil Lako, CFP®, Troy Harmon, CFA, and Matt Hames, CTFA, to discuss oil inventories and the European Central Bank’s move to increase quantitative easing. They also explore a case study of a couple...
Case Study: Investing in Real Estate in Retirement
Our experts discuss a case study of a professional who is interested in investing in residential property as a business during retirement.
Markets Grow on News from the European Central Bank
Markets closed the holiday-shortened week in positive territory, as stocks added gains amid news the European Central Bank will implement a larger-than-expected stimulus plan. In economic news, investors received good news from the housing market and...
Q and A Time: Technology Companies and VA Loans
Our experts answer a listener’s questions on technology companies Marvell Technology, Kulicke and Soffa Industries. They also discuss the benefits of considering a VA loan for a home purchase for another listener.
Money Talks - January 17, 2015
This week on "Money Talks" Director of Research, Troy Harmon, CFA, is joined by Matt Hames, CTFA, and Ben Crowe, CFP®, CFA, C.P.A. to discuss how low fuel prices are affecting both consumers and the market. The experts also spend some time on a case...
Case Study: Saving More to Save More
Our experts spend some time on a case study of a family who was looking at an empty nest in two years when the children went to college, but now find themselves expecting a new bundle of joy..
Week Ends on a Positive Note
The week ended on a positive note, as the Consumer Sentiment Survey jumped to 98.2. Our experts also discuss how low fuel prices are affecting both consumers and the market. They also look at the Producer Price Index, the Job Openings and Labor...
Q and A Time: COBRA Insurance Coverage and Opinions on Five Below
Our "Money Talks" hosts answer listeners’ questions on discount retailer Five Below, and what happens to COBRA insurance benefits if the employer goes out of business.
Money Talks - January 10, 2015
This week on "Money Talks," Matt Hames, CTFA, joins Dr. Gene, Bil Lako, CFP®, and Troy Harmon, CFA, to discuss the week’s market movements, establishing a Roth IRA for a young adult and dividend-paying bank stocks. The experts also focus on a case...
Case Study: Net Unrealized Appreciation Tax Breaks on your Company Stock
Generally, you never want to take a cash distribution from your 401(k), unless you have highly appreciated company stock.
Market Roundup: Markets Close Down in First Full Week of 2015
Friday's session ended in red territory with Energy stocks leading the way, capping off a volatile week. During the week, stocks traded lower amid a further retreat in oil prices and a variety of economic news. U.S. factory orders declined in...
Q and A Time: Establishing a Roth IRA and Dividend Bank Stocks
Our experts agree with one listener’s desire to establish a Roth IRA for his nephew who began working last year. Director of Research, Troy Harmon, CFA, and Dr. Gene Henssler also discuss two bank stocks that boast high dividends.
Money Talks - January 3, 2015
This week on Money Talks, Dr. Gene is joined by Bil Lako, CFP®, Matt Hames, CTFA, and Research Analyst Nick Antonucci, to recap 2014 and look ahead to 2015. The Henssler experts also discuss a case study of a family that is dealing with the curveball...
Donor-Advised Funds and Family Foundations for Charitable Giving
Our experts discuss the difference between a donor-advised fund and a family foundation for families who want to establish a legacy of charitable giving.
Case Study: Financial Curveball of a Serious Illness
Matt Hames, CTFA, brings a Case Study to the "Money Talks" team about a family that is dealing with the curveball a serious illness put in their financial plan.
Markets End Week in the Red, but Green for the Year
The "Money Talks" hosts, Dr. Gene, Bil Lako, CFP®, Matt Hames, CTFA and Research Analyst Nick Antonucci, discuss 2014’s market performance and the outlook for 2015.
Q and A Time: Motif Investing, Bunge Limited and Mosaic Co.
The "Money Talks" hosts address listeners’ questions on Motif Investing, Bunge Limited and Mosaic.
Money Talks - December 21, 2014
This week on "Money Talks," Dr. Gene and Bil Lako, CFP®, are joined by Director of Research Troy Harmon, CFA, to discuss the week’s market performance and earnings from Darden Restaurants, FedEx Corp. General Mills and Oracle Corp. They also discuss...
Designing an Investment Portfolio
There are two steps to designing an investment portfolio: identifying goals to fulfill and matching those goals to the proper investments.
Q and A Time: MAGI and Medicare costs, College Financial Aid Forms,...
The "Money Talks" hosts answer listener questions on Modified Adjusted Gross Income and Medicare costs. They also discuss College Financial aid forms and 401(k) loans.
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