Money Talks - September 14, 201409/15/14
This week on "Money Talks," Ted Parrish, CFA, is joined by Troy Harmon, CFA, and Charlie Holloway, CFP®, CDFA. The hosts discuss early retirements, tax credits for higher education, and how to shop for a mortgage, in addition to answering listeners’...
Markets Traded Lower
Stocks tumble during the week, as there was little economic or corporate data to inspire investors.
Making Money in a Sideways Market
We look for sustainable growth over the long term; therefore, 14 days without significant market movement does not concern us.
Q and A Time: Materials Sector Stocks and Companies with Good Products...
The "Money Talks" hosts discuss companies they like the product and not the stock, and answer questions on Materials, Consumer Staples and Technology stocks.
Q and A Time: Early Withdrawals, Education Tax Credits and Early...
The "Money Talks" hosts discuss withdrawing funds from an IRA before age 59 ½, and tax credits for parents of college students.
Shopping for a Mortgage
Before you apply for a mortgage, do some homework. Know how large a mortgage payment your budget will allow, and research the various types of mortgages that are available.
Money Talks - September 7, 2014
This week on "Money Talks," Matt Hames, CTFA, joins Dr. Gene and Ted Parrish, CFA, to discuss the good economic news from the week, and answer listeners’ questions on the Healthcare sector, Diebold, NCR Corp, and Amazon-proof retailers.
Markets Flat in Holiday-Shortened Week
The markets were flat the week following the U.S. Labor Day holiday despite easing tensions in the Ukraine and less than spectacular August employment data.
Q and A Time: Diebold, NCR Corp., Duration, the Future of the...
The "Money Talks" hosts address listeners’ questions on Amazon-proof retailers, ATM manufacturers, and what it means when a spouse wants to invest on her own.
Unit Investment Trusts
A distant cousin of mutual funds, unit investment trusts buy pools of securities like stocks and bonds, but that’s where the similarities end.
Money Talks - August 24, 2014
This week on "Money Talks," Bil Lako, CFP®, is joined by Ben Crowe, CFP®, CFA, C.P.A. and Director of Research, Troy Harmon, CFA. The hosts discuss the inflation indicators, FOMC minutes and answer listeners’ questions on temporary living expenses,...
Economic Improvement Seen in Housing and Consumer Price Data
The markets took a break from worrying about Ukraine and to focus on domestic economic news.
Q and A Time: Wal-Mart’s Growth, Retirement Plan Contributions and...
The "Money Talks" hosts answer listeners’ questions on IRA and 401(k) contributions and the dollar stores.
Why We Have a Ten Year Rule
Bil Lako, CFP®, explains why a 10-year holding period matters and how higher interest rates affect your bond holdings.
Temporary Living Expenses
Ben Crowe, CFP®, CFA, C.P.A. joins "Money Talks" to help a listener with the deductibility of reimbursed living expenses.
Money Talks - August 17, 2014
This week on "Money Talks," Dr. Gene is joined by Bil Lako, CFP® and Ted Parrish, CFA, to discuss the improving housing market, the Fed’s taper, buying and selling strategies and listener questions on taxable estates, put all of your savings into a...
Stocks Higher in Light Summer Trading
Despite light summer trading, a tension relapse in Ukraine and negative economic news out of the Eurozone, the U.S. markets rose.
Q and A Time: Taxable Estate, Retirement Savings, Cable Providers and...
The "Money Talks" hosts address a variety of listeners’ questions, including those on cable providers, retirement savings and power companies in China.
The Fed Funds Rate and Interest Rates
Bond prices and interest rates are a supply and demand game.
Minimizing Taxes in Retirement
Should you be "taxaphobic," or do you prepare now for higher taxes later? Maybe a little bit of both.
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