Money Talks - Decemeber 14, 201412/16/14
This week on Money Talks, Ted Parrish, CFA, is joined by Troy Harmon, CFA, and Matt Hames, CTFA, to discuss the week’s mixed market moves, oil prices and retail sales for the holiday season. Our experts also answer listeners’ questions on several...
Income In Respect of a Decedent
Income in respect of a decedent is taxed on the estate’s income tax return, or passed through to the beneficiary, to be taxed on the beneficiary’s income tax return.
Rough Week for Markets as Both S+P and Dow Were Down More Than 3%
The "Money Talks" hosts, Ted Parrish, CFA, Troy Harmon, CFA, and Matt Hames, CTFA, discuss the week’s mixed market moves, oil prices and retail sales for the holiday season. Consumer confidence hit a level not seen in more than eight years, as The...
Q and A Time: Energy and Oil Stocks
The "Money Talks" experts weigh in on listeners’ questions on Apache Corp., Transocean Limited, Noble Corp., and Enesco PLC. They discuss what they feel may lie ahead for the Energy sector with declining gas prices. The analysts also address a...
Q and A Time: Mutual Funds, Archer Daniels Midland, Krispy Kreme and AOL
Our experts address why investors need to be cognizant of when they purchase shares of mutual funds in December. They also address questions on Archer Daniels Midland and Krispy Kreme Doughnuts, as well as, explain how AOL Inc., makes money.
Waiting on Long-Term Care
Matt Hames, CTFA, discusses the risks involved in waiting to buy long-term care insurance.
Money Talks - Decemeber 7, 2014
This week on "Money Talks," Dr. Gene and Ted Parrish, CFA, are joined by Ben Crowe, CFP®, CFA, C.P.A. to discuss Black Friday, inflation indicators, the net investment income tax, and giving stocks to charity. They also answer listeners’ questions on...
Give Your Gift to Charity, Not the IRS
Charitable donations can reduce your tax liability. However, if you donate appreciated stocks, you can also avoid capital gains taxes.
Week Ends with Markets at New Record Levels
Both the Dow and S+P reached new record levels on Friday. The week’s economic news showed the Services industry is expanding, while the Fed’s Beige book confirmed economic activity has expanded across the country.
Q and A Time: Emerging Markets, Potash of Saskatchewan, Macerich Co....
How will energy prices affect emerging markets? We address this listener question, as well as questions on Potash of Saskatchewan, retail REIT Macerich Company, and compare G-III Apparel Group to some of the more well-known names.
Managing the Net Investment Income Tax
Depending on your situation, you may choose to employ strategies to lower your modified adjusted gross income or offset your capital gains.
Money Talks - November 23, 2014
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.
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