Annuity May Offer Options for Investors
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the new tax benefit for qualified longevity annuity contracts held in an IRA. Read the Article
Q&A Time: SPDR S&P Dividend ETF and Falling Oil Prices
The “Money Talks” hosts answer listeners’ questions on “the dividend aristocrats” and why oil prices are falling with increased turmoil in the Middle East.
Technology News: Apple’s New Products and Alibaba’s IPO
Two technology companies have made headlines in the past week. We breakdown the news.
The Value of Football
The “Money Talks” hosts take a look at the NFL and football season from a financial perspective.
Plans can provide specialized benefits
Nonqualified plans can offer more meaningful benefits, simply by covering a legitimate cost for an employee. We explain how in today’s Marietta Daily Journal. Read the Article.
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&A Time: Materials Sector Stocks and Companies with Good Products but Lousy Stock
The “Money Talks” hosts discuss companies they like the product and not the stock, and answer questions on Materials, Consumer Staples and Technology stocks.
First Line of Defense is to Check Statements
When it comes to credit card fraud, your first line of defense is to check your statements. We explain in today’s Marietta Daily Journal. Read the Article
What is Duration, and Why Should I Care?
The hosts of “Money Talks,” explain duration. They explain how duration is calculated, why you should consider duration when investing, and how duration affects the volatility of a bond.
Financial Myths, Mistakes, and Misunderstandings
“I know my finances like the back of my hand. I don’t need to write them down,” and other mistakes you’re making. Read all about it in this week’s Financial Tip.