This week on “Money Talks,” Matt Hames, CTFA, joins Dr. Gene, Bil Lako, CFP®, and Troy Harmon, CFA, to discuss the week’s market movements, establishing a Roth IRA for a young adult and dividend-paying bank stocks. The experts also focus on a case study about a man who has been offered an early retirement offer at age 48. His financial planning gets tricky when our experts realize all of his retirement assets are in his company’s stock inside his 401(k).
Generally, you never want to take a cash distribution from your 401(k), unless you have highly appreciated company stock.
Friday’s session ended in red territory with Energy stocks leading the way, capping off a volatile week. During the week, stocks traded lower amid a further retreat in oil prices and a variety of economic news. U.S. factory orders declined in November, as new orders for manufactured goods fell 0.7%. However, the week’s news wasn’t all bad. The U.S. foreign trade gap narrowed to $39 billion in November from $42.2 billion in October. The ADP Jobs Report showed the private sector added 241,000 net positions in December, exceeding November’s addition of 227,000.
Our experts agree with one listener’s desire to establish a Roth IRA for his nephew who began working last year. Director of Research, Troy Harmon, CFA, and Dr. Gene Henssler also discuss two bank stocks that boast high dividends.
This week on Money Talks, Dr. Gene is joined by Bil Lako, CFP®, Matt Hames, CTFA, and Research Analyst Nick Antonucci, to recap 2014 and look ahead to 2015. The Henssler experts also discuss a case study of a family that is dealing with the curveball of a serious illness that changed their priorities. We also address listener question on Motif Investing, Bunge Limited, Mosaic Co. and donor-advised funds and family foundations.
Our experts discuss the difference between a donor-advised fund and a family foundation for families who want to establish a legacy of charitable giving.
Matt Hames, CTFA, brings a Case Study to the “Money Talks” team about a family that is dealing with the curveball a serious illness put in their financial plan.
The “Money Talks” hosts, Dr. Gene, Bil Lako, CFP®, Matt Hames, CTFA and Research Analyst Nick Antonucci, discuss 2014’s market performance and the outlook for 2015.
The “Money Talks” hosts address listeners’ questions on Motif Investing, Bunge Limited and Mosaic.
This week on “Money Talks,” Dr. Gene and Bil Lako, CFP®, are joined by Director of Research Troy Harmon, CFA, to discuss the week’s market performance and earnings from Darden Restaurants, FedEx Corp. General Mills and Oracle Corp. They also discuss developing a portfolio, how your modified adjusted gross income affects your Medicare costs and answer listeners’ questions on Liberty Media Corp., Diageo and Alibaba.