Midyear Financial Reviews for Your 40s, 50s and 60s
Dr. Gene Henssler discusses what you should be reviewing with your financial adviser during three critical decades.
Q&A Time: GE, SABMiller, Tower International and a Mid-Cap Value Fund
The “Money Talks” hosts answer listeners’ questions on GE, an international beer manufacturer and distributor and a speculative Industrials sector stock.
Buy Term and Invest the Difference
Dr. Gene helps a listener understand why buying a term life insurance policy may be the better financial move.
Your Portfolio’s Bond Strategy
Our hosts explain how we prefer to use bonds to manage liquidity needs in a portfolio.
Q&A Time: Allscripts Healthcare Services, WellPoint and FedEx Corp.
Our hosts weigh in on listeners’ latest stock picks.
Owning Too Much Company Stock
We discuss why it can be detrimental to your portfolio to be heavily invested in the same company that you work for.
Q&A Time: Stock Exchange Offers, Life Insurance, DSW and Fifth Third Bancorp
The “Money Talks” hosts address questions from listeners about the Pfizer-Zoetis exchange offer, shoe store DSW and Fifth Third Bancorp.
Restricted Stock Requires Planning
With restricted stock shares, you may be withholding less than your marginal tax rate and creating a concentrated position. Read the Article
Risk-Adjusted Return
The “Money Talks” hosts discuss how volatility and return determine the amount of risk in your portfolio.
Q&A Time: Small-Mid Cap Value Funds, Stop-Loss Orders and American Tower Corp.
The “Money Talks” hosts address questions from listeners about stop-loss orders and a communications tower REIT.