Money Talks - November 23, 201411/25/14
This week on "Money Talks" Dr. Gene is joined by Managing Associate Charlie Holloway, CFP®, CDFA and Research Analyst Mark Bendinelli, CFA, to discuss the week’s economic releases, including the Producer Price and Consumer Price indices, Industrial...
Retirement Accounts Need Some Year-End Attention
In the midst of all the upcoming holiday fuss, you need to keep track of the year-end deadlines for contributions and distributions from your retirement accounts.
Markets Close Week at Record Levels
The "Money Talks" hosts discuss the week’s economic releases, including the Producer Price and Consumer Price indices, Industrial Production and the minutes from the last FOMC meeting.
Q and A Time: CDs, Retired Spouses and Stay-at-Home Parents
We address listeners’ questions on finding information on CDs held at banks that have closed, retirement contributions for a retired spouse and the financial considerations for parents who may want to have one spouse stay home after their child is...
Q and A Time: After-Hours Trading, "Safe" Investments and Industrial...
Our Research team discuss after-hours trading, what we deem as "safe" investments during a market pullback and questions on industrial conglomerate Danaher Corp. and provide opinions on the valuation of homebuilder NVR Inc.
Viewpoints: Opinions on the Keystone XL Pipeline
Our experts address a listener’s question about the Senate’s recent blocking of the Keystone XL pipeline bill.
Money Talks - November 16, 2014
This week on "Money Talks" Dr. Gene, Bil Lako, CFP® and Teddy Parrish, CFA are back to discuss the market’s movements, what they expect for Black Friday sales, and earnings from Wal-mart. The experts also answer listeners’ questions on Allete, Inc.,...
Affect Your Taxes by Carefully Handling Gains and Losses
If you have losses in certain stocks or bonds, you may be able to sell them for a loss to offset any capital gains you recognized during the year.
Week Ends with Indices Mixed
The "Money Talks" hosts discuss the week’s market movements, mortgage rates, jobless claims, housing market and earnings from Wal-mart.
Investment Whys: Why We Favor the Stock Market
Dr. Gene, Bil and Teddy discusses why we feel the stock market is the best place to invest to grow your money. They also discuss what happens to your investments when interest rates increase.
Q and A Time: Kid-Friendly Stocks, Tax Withholding on 401(k)...
The "Money Talks" hosts answer listeners’ stock questions on Allete, Gilead Sciences, Skechers and Activision Blizzard. They also provide information on tax consequences to a listener who wants to leave their job and take their 401(k) assets, and...
Money Talks - November 9, 2014
This week on "Money Talks" Dr. Gene, Bil Lako, CFP® and Troy Harmon, CFA, discuss the week’s economic indicators and the election and how it may affect the markets. The hosts also answer listeners’ questions on Lease Corp., October’s 9% correction and...
Viewpoints: The Impact of the Election
Now that the midterm elections are over and we have an idea of the direction our government may move in regards to immigration or health care, we wanted to take a look at some sectors we think may be affected by the results.
Markets End Midterm Election Week in the Green
The hosts of "Money Talks" discuss inflation indicators, the Manufacturing and Services indices, factory orders, international trade and business productivity. They also discuss how our midterm election affected the week’s market movements.
Q and A Time: Airlines, Market Corrections, Borrowing for College and...
The "Money Talks" hosts answer a long-time listener’s questions on whether October’s 9% correction puts us on solid ground. They also address questions on Air Lease Corp., how much a student should borrow for college, and provide their opinions on...
Money Talks - November 2, 2014
This week on "Money Talks," Dr. Gene is joined by Ted Parrish, CFA, and Charlie Holloway, CFP®, CDFA to discuss the week's market movements, Advance Directives for Health Care, how to balance liquid and retirement funds, and stock questions on Nike,...
What if You Lived?
If you are incapacitated, who has the authority to access your financial accounts or make health care decisions on your behalf?
Green Week Ends with Indices Closing at Record Levels
The "Money Talks" hosts discuss the welcome positive week for the stock markets, boosted by good economic data and consumer confidence. They also discuss the Fed’s decision to end quantitative easing.
Balancing Liquid and Retirement Funds
Dr. Gene discusses how a young saver can best allocate his assets between liquid savings and retirement savings.
Q and A Time: Athletic Brands, Tax Questions and Lockheed Martin
We address listeners’ questions on athletic brands Nike and Under Armour and whether proceeds from a life insurance policy are taxable for the beneficiaries. The experts also discuss how the election may affect Lockheed Martin as a holding and whether...
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