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.
A distant cousin of mutual funds, unit investment trusts buy pools of securities like stocks and bonds, but that’s where the similarities end.
The “Money Talks” hosts answer listeners’ questions on IRA and 401(k) contributions and the dollar stores.
Bil Lako, CFP®, explains why a 10-year holding period matters and how higher interest rates affect your bond holdings.
The “Money Talks” hosts address a variety of listeners’ questions, including those on cable providers, retirement savings and power companies in China.
A listener wants to time trades with the market’s ups and downs. We weigh in.
The hosts of “Money Talks” give an overview of the fundamentals of stock analysis. Dr. Gene, and the show hosts discuss what variables to consider and an alternative that may be a better starting point than one particular stock.
The “Money Talks” hosts answer a variety of listeners’ questions on The Carlyle Group, SanDisk, and saving to a 401(k) if you plan on retiring early.
When you have a position that comprises a large portion of your portfolio you need to ask yourself, if you sell and pay the capital gains tax can you retire? Generally, the answer will be yes.
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
The “Money Talks” hosts address a variety of listener questions, including saving to a solo 401(k) and investment research companies.