Money Talks - August 22, 201508/24/15
This week on "Money Talks," Matt Hames, CTFA, and Troy Harmon, CFA, CVA, are joined by Senior Associate K.C. Smith, CFP®, to discuss the rough week the markets have had, which brings the S and P 500 into the red zone year-to-date. They also discuss...
Case Study: Tax Advantages When Paying for a Higher...
Our experts discuss a case study of a family looking to make the most out of their 529 Plan assets and the available tax breaks for higher education.
Market Roundup: Markets Finish Red
Although stocks finished higher Monday, the week saw the markets tumble. The major indices started the week lower, following an unusually weak reading on the New York state manufacturing sector, but trading activity was among the lightest of the...
Q and A Time: Netflix, Canadian Oil and More
Our experts address listeners’ questions on whether Canadian oil companies are worth buying given Canada’s struggling economy; marijuana stocks, considering the possible medical use, and Netflix.
Money Talks - August 15, 2015
This week on "Money Talks," hosts Ben Crowe, CFP®, CFA, C.P.A., Charlie Holloway, CFP®, CDFA, Nick Antonucci and Daniel Rigby, CFA, discuss productivity and costs, wholesale trade, retail sales and earnings from International Flavors and Fragrances,...
Case Study: Non-Cash Compensation Plans
Our experts discuss the options a small, family-owned business has when offering stock options as an incentive to employees.
Market Roundup: Slightly Positive Week
The week began with a rally as the markets rebounded from last week's downswing, led by a rise in Technology stocks. Google was up in post-session trading after announcing an operations restructuring and a company name change to Alphabet. Stocks...
Q and A Time: Apple, Greek Banks, Population and the S and...
Our experts address listeners’ questions on whether or not to sell Apple, investing in Greek banks, and how the population growth correlates to the growth in the S and P 500 Index. They also discuss deducting business losses and how adding an in-law...
Money Talks - August 8, 2015
This week on "Money Talks," Matt Hames, CTFA, and Troy Harmon, CFA, CVA, are joined by firm principal Jennifer Thomas, CFP®, and Senior Associate D.J. Barker, CWS®, to discuss the week’s economic news, including the ISM Manufacturing and Service...
Case Study: Using Trusts to Pass an Inheritance to Minor...
Our experts discuss a case study where the use of a trust would have solved the problem of a child inheriting property and assets.
Market Roundup: Markets Languished, as They Have for Most...
Monday saw several blue-chip stocks, including IBM, Chevron and Apple, trading lower. West Texas Intermediate crude fell 4.1% to settle at $45.17 a barrel. Personal income growth rose 0.4% in June, while consumer spending ticked up by 0.2%, missing...
Q and A Time: Stock Dividend Payouts and Nielson, N.V.
The "Money Talks" experts discuss Zillow’s announcement of a stock dividend payout and what it means for current stock holders, and provide opinions on information measurement company Nielson, N.V.
Q and A Time: Natural and Organic Grocers, Prenuptial...
Our experts discuss natural and organic food retailer Sprouts Farmers Markets, how a prenuptial agreement can protect personal assets when entering into a marriage and provide investment opinion on health and well-being company Humana, Inc.
Money Talks - August 1, 2015
This week on "Money Talks" Charlie Holloway, CFP®, CDFA, and D.J. Barker, CWS®, join Matt Hames, CTFA, and Troy Harmon, CFA, CVA to discuss durable goods orders, July’s drop in consumer confidence, the Fed’s monetary policy and the initial reading of...
Case Study: Buying an Established Business Still Means You...
Our experts discuss how buying an existing business still involves the planning and concerns of a start-up business.
Market Roundup: Positive Week Despite Red Start and Finish
While the daily numbers show the week started and ended in the red, the overall direction for the markets was up. Monday’s red results were likely caused by a slip in West Texas Intermediate crude, as the slip affected several of the big energy...
Q and A Time: RMD Strategy for Those Still Working,...
The "Money Talks" experts address a listener’s question on the strategy of rolling IRA funds into a 401(k) to avoid required minimum distributions if you are approaching 70 ½ and still working. They also cover stock questions on pharmaceutical...
Money Talks - July 25, 2015
This week on "Money Talks," Senior Associate, K.C. Smith, CFP®, joins Matt Hames, CTFA, and Troy Harmon, CFA, CVA, to discuss second quarter earnings for the market. They also touch on economic news, including the SEMI book-to-bill ratio, mortgages,...
Case Study: Planning for Incapacity
Our experts take a broad look at planning for incapacity in the case of an elderly investor who has been diagnosed with the early signs of dementia.
Q and A Time: Rollovers, Biopharmaceuticals, Investments...
Our experts address how you can roll a distribution from a 401(k) into an IRA. They also discuss a variety of stocks, including biopharmaceutical company Celgene, recreational vehicle maker Artic Cat, financial investment companies, SEI Investments...
- Atlanta, GA
5565 Glenridge Connector, Suite 200
Atlanta, GA 303421-888-920-2665