Money Talks – March 16, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS®, and Shawna Theriault, CPA, CFP®, CDFA®, to talk about the week’s market movements and the yield curve as the two-year and five-year Treasury yields inverted. Shawna and D.J. team up to discuss cost basis and how important it is to keep good records, so you can substantiate your gains or losses at tax time. The experts address several listeners’ questions, including providing our opinions on Boeing, what you can do to improve your 2018 taxes, and whether or not you should loan your child money for a home down payment.

Key Financial Ratios for Small-Business Owners

Financial ratios are used to measure a business’s condition and performance. They can help you evaluate your organization’s financial status and rate of success. They are also used by those evaluating your business for potential investment or lending opportunities. Generally speaking, there are four categories of financial ratios: liquidity, profitability, activity, and leverage. Your balance…

Seniors Who No Longer Itemize May Benefit from Using QCDs

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a qualified charitable distribution can provide a significant savings over giving to charity after tax, as charitable deductions are “below the line” deductions. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a…

Mixed Moves

Trading ended with mixed moves on Thursday. The Dow closed with slight gains while the S&P 500 and Nasdaq shed some points. A variety of economic news led to a mixed finish. Initial jobless claims increased last week. Department of Labor data showed new claims climbed by 6,000 to 229,000 for the week ended March…

What are DRIPs?

A DRIP automatically reinvests your shareholder dividends in more shares of the same company’s stock. When you are due a dividend, you are issued more shares of stock instead of a cash dividend payment. In some cases, the issuing company will cover the broker’s fees and may even provide the additional shares at a discounted…