Why We Have a Ten Year Rule
Bil Lako, CFP®, explains why a 10-year holding period matters and how higher interest rates affect your bond holdings.
Q&A Time: Taxable Estate, Retirement Savings, Cable Providers and More
The “Money Talks” hosts address a variety of listeners’ questions, including those on cable providers, retirement savings and power companies in China.
Timing Your Trading Strategy
A listener wants to time trades with the market’s ups and downs. We weigh in.
What are the Fundamentals of Stock Analysis?
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.
Q&A Time: Using a Pension to Fund a Home Purchase, Carlyle Group, SanDisk and More
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.
Managing a Concentrated Stock Position
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.
Why You Need an Investment Policy Statement
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
Q&A Time: Solo 401(k)s, Market Research Companies, Yelp and More
The “Money Talks” hosts address a variety of listener questions, including saving to a solo 401(k) and investment research companies.
The Earnings of Twitter
The “Money Talks” hosts discuss the problem with investing in Twitter at this time.
Sectors We Like Today
The “Money Talks” hosts discuss the sectors that they recommend investing in today.