Travel Insurance
If your well-deserved vacation is canceled or cut short, will you be able to get any of the money you’ve spent back? Find out in this Insurance Tip.
Can You Explain the Morningstar Box?
The hosts of “Money Talks” address a listener’s question on the Morningstar Style Box. Dr. Gene, and the show hosts describe how the box is used to determine the type of allocations a fund holds. They also discuss how to use the box to determine a fund’s consistency and how your investments should be weighted.
IRS Reinterprets the Once-Per-Year IRA Rollover Limitation
A recent Tax Court Case ruled the once-per-year rollover applied to the aggregate of all of the taxpayer’s IRA accounts. Does this affect you? Find out in this Tax Tip.
Finding Money to Pay College Bills Out of Pocket
If college expenses are more than you anticipated, there are ways to find the money to keep your student enrolled. Learn more in this Financial Tip.
May was the Best Month for Investors Since February
The “Money Talks” hosts discuss the mixed week that ended with Dow and S&P closing at record highs.
Q&A Time: Morningstar Style Box, GST Tax and Monsanto Company
The “Money Talks” hosts address listeners’ questions on how to use the Morningstar style box and how public outrage of GMOs may affect Monsanto.
Bending the Ten Year Rule
With fixed-income yields so slow, do we bend our Ten Year Rule?
What are Options?
Purchasing an option gives you the right (but not the obligation) to buy or sell a specific asset at a specific price by a specific time. The value of an option is related to that underlying asset; therefore, options belong to a class of securities known as derivatives.
Gifting to Graduates and Newlyweds
‘Tis the season for gifting! And you thought it was just at Christmas. With weekends packed with graduation parties and weddings, there are plenty of opportunities to trigger the gift tax.
Unplanned Business Liquidations
Generally, liquidation is a worst-case scenario for any business. You may lose more than your hard assets. Read why in this Business Tip.