Money Talks - June 27, 201506/29/15
This week on "Money Talks," Matt Hames, CTFA, is joined by Managing Associate Charlie Holloway, CFP®, CDFA, and Research Analyst Nick Antonucci to discuss new and existing home sales, final first quarter GDP, oil inventories and personal income. Our...
Case Study: Retire Early and Invest Reduced Benefits
Our experts discuss a case study of an individual who is considering retiring early and investing her reduced retirement benefit.
Market Roundup: Markets End Week Slightly Lower After...
The markets began the week on a positive note with Financial giants, such as Goldman Sachs, JPMorgan Chase and American Express, leading the gains. The markets also reacted to a variety of economic news as well as word that a Greek debt deal may...
Q and A Time: Zero Coupon Bonds, Market Dips and Timing...
Our experts address listeners’ questions on the use of zero coupon municipal bonds in non-retirement accounts, the best day to invest during the week, and when the next market dip may happen. They also discuss who to call when you have a complaint...
Money Talks - June 20, 2015
This week on "Money Talks," Ben Crowe, CFP®, CFA, CPA, and K.C. Smith, CFP®, join hosts Matt Hames, CFTA, and Troy Harmon, CFA, CVA, to discuss the market’s performance, news in mergers and acquisitions, and oil prices. The experts also discuss the...
Case Study: Financial Decisions in Becoming a Stay-At-Home...
Our experts discuss a case study of a family considering transitioning to a one-income family with a stay-at-home parent once their child is born.
Despite a Red Friday, Markets End Week in Green Zone
Ben Crowe, CFP®, CFA, CPA, and K.C. Smith, CFP®, join hosts Matt Hames, CFTA, and Troy Harmon, CFA, CVA, to discuss the market’s performance, news in mergers and acquisitions, and oil prices. Energy stocks weighed heavily on the markets Monday with a...
Q and A Time: Water Purification and Drone Technology
Our experts address listeners’ questions on water purification companies such as, Pall Corp., York Water Co., and Consolidated Water Co. Ltd. They also discuss investing in drone technology through Northrop Grumman, Lockheed Martin, Boeing, Google and...
Money Talks - June 13, 2015
This week on "Money Talks" Ben Crowe, CFP®, CFA, C.P.A., joins Matt Hames, CTFA, and Troy Harmon, CFA, CVA, to discuss the week’s market performance, interest rates, oil inventories and import and export prices. The hosts spend time on a case study...
Case Study: Vacation Homes: Common Luxury, Complicated...
Our experts spend time on a case study about a couple who own several investment properties, and have one that may be able to be classified as a second home.
After Rough Start, Markets End Week in the Green
Ben Crowe, CFP®, CFA, C.P.A., joins Matt Hames, CTFA, and Troy Harmon, CFA, CVA, on "Money Talks" to discuss the week’s market performance, interest rates, oil inventories and import and export prices. The week began with markets closing in the red,...
Q and A Time: PICO Holdings, ZELTIQ Aesthetics, MyRa and...
This week our experts address listeners’ questions about PICO Holdings, Fidelity National Information Services, Rockwell Collings, ZELTIQ Aesthetics and MyRA.
Money Talks - June 6, 2015
This week on "Money Talks" Dr. Gene Henssler is joined by Bil Lako, CFP®, Matt Hames, CTFA and Troy Harmon, CFA, CVA to discuss the Personal Income report, Manufacturing, Factory Orders, and Productivity and Costs. They also discuss the housing market...
Case Study: Considering a Reverse Mortgage
Our experts look at a situation where a widower is considering a reverse mortgage to help ensure his assets last through his lifetime.
Another Week With Red Results
After last week’s red zone ending, the markets opened Monday higher on favorable economic news. The ISM Manufacturing Index climbed to 52.8, from 51.5 in April, exceeding estimates of 51.8. Elsewhere, U.S. Personal Income ticked up 0.4% in April...
Q and A Time: Insurance Riders, Colgate-Palmolive and Eli...
We address listeners’ questions on the pros and cons of spousal riders for long-term care policies and weigh investments in Colgate-Palmolive and Eli Lilly.
Money Talks - May 30, 2015
This week on "Money Talks", hosts Matt Hames, CTFA, and Troy Harmon, CFA, CVA, are joined by Nick Antonucci and K.C. Smith, CFP®, to discuss the up and down moves in the market during the holiday-shortened week. They discuss durable goods, consumer...
Case Study: Estate Reduction and Transferring Wealth
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
Technology and Energy Stocks Push Markets Lower
During the holiday-shortened week, the markets dipped into the red zone. The Dow Jones Industrial Average began the week with its largest decline in nearly a month (1%), as all 30 Dow components lost ground. Technology stocks in the S and P 500 Index...
Q and A Time: Stock Buybacks, Earnings, Beauty Supplies...
Our experts address listeners’ questions on stock buybacks, focusing on Target’s recent stock repurchase initiative and how it affected earnings. They also look at Sally Beauty Holdings and provide their outlook on the Utilities sector.
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