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Author Archives: Editorial Team

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Five Ways You Can Use QuickBooks' Income Tracker

Blog, Business Owner/Self Employed, Quickbooks TipsBy Editorial TeamAugust 15, 2014

QuickBooks offers multiple ways to do the same tasks, accommodating different work styles. Learn about Income Tracker in this week’s Business Tip.

Considering a Spouse’s Investments

Family Finances, VideoBy Editorial TeamJuly 29, 2014

The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP®, and Ted Parrish, CFA, explain how and why you may want to consider your spouse’s 401(k) plan investments. They describe the most common mistake they see, and why it is beneficial to evaluate both spouse’s plan options.

Top 10 Tax Breaks You'll Miss in 2014

Blog, TaxBy Editorial TeamJune 25, 2014

State and local sales tax deduction is one of the top 10 tax breaks you’ll miss this year. What are the others? Find out in this Tax Tip.

What's New in the World of Higher Education?

Blog, Education PlanningBy Editorial TeamApril 1, 2014

Like death and taxes, the increasing cost of college is certain. Costs include tuition, books and living expenses. Learn what’s new in this Financial Tip.

Ted Parrish, CFA, on Chuck Jaffe's "Money Life Show"

Blog, In The NewsBy Editorial TeamFebruary 26, 2014

Ted Parrish, CFA, joins Chuck Jaffe on Money Life Show to discuss our investment strategy and offers some stock picks. Listen to the Interview.

Facebook, WhatsApp deal: Traders' trade or investors' bet?

Blog, Economy/Stock Market, In The NewsBy Editorial TeamFebruary 21, 2014

Ted Parrish, CFA, comments on Facebook’s latest deal and provides his preference in technology on Fox Business. Watch the Interview

Week Closes with Mixed Markets Despite New S&P High on Wednesday

Economy/Stock MarketBy Editorial TeamJanuary 20, 2014

The “Money Talks” hosts discuss the Producer Price and Consumer Price indices as well as the unemployment data for December.

Personal Automobile Insurance Policy: Endorsements & Deductibles

Blog, InsuranceBy Editorial TeamDecember 19, 2013

You can broaden your personal auto policy coverage or delete certain exclusions by adding an endorsement. Learn how in this Insurance Tip.

Higher Income Taxpayers Hit with Exemption & Itemized Deductions Phase-out

Blog, TaxBy Editorial TeamJune 26, 2013

Both the personal exemptions and itemized deductions will phase out for higher income taxpayers this year. Learn more in this Tax Tip.

Q&A Time: eBay, Motorola Solutions, Nike, and Drug Makers

Investment SelectionBy Editorial TeamFebruary 25, 2013

Our research analysts discuss listeners’ questions on several stocks.

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