A family limited partnership can help transfer business assets to younger generations while you retain control. We explain in this week’s Business Tip.
Indices closed out mixed on Thursday. The Dow shed some points while the S&P 500 and Nasdaq tacked on gains. Procter & Gamble dipped 4.01% today after reporting mixed quarterly figures.
A trust helps you to qualify for Medicaid because it can make your income and assets unavailable to you. Read all about it in this week’s Insurance Tip.
Stocks climbed on Wednesday. Energy brands such as PetroChina, Total, Schlumberger, and ConocoPhillips led the way. Crude oil added 1.7% to settle at $48.79 a barrel following a decline in crude oil inventories. Energy Information Administration figures, released today, showed reserves decreased by 4.2 million barrels last week.
If you’ve married over the summer, here are five tax tips that may help you avoid stress at tax time. Learn more in this week’s Tax Tip.
Trading ended in green territory on Tuesday. United Parcel Service added five percent and Pfizer tacked on three percent today following the release of better-than-expected quarterly data. Brands rebounded from the recent downswing on a jump in crude oil.
With age comes wisdom, except when it comes to money. We explain pitfalls at every age in this week’s Financial Tip.
Indices closed in the red zone on Monday. Energy brands such as Chevron, ConocoPhillips, Schlumberger, and BP led the way down. West Texas Intermediate crude slipped 1.6% today to settle at $47.39 a barrel. Meanwhile, Qualcomm added 0.57% following a Morgan Stanley ratings upgrade to “overweight” from “equal weight.”
This week on “Money Talks,” Senior Associate, K.C. Smith, CFP®, joins Matt Hames, CTFA, and Troy Harmon, CFA, CVA, to discuss second quarter earnings for the market. They also touch on economic news, including the SEMI book-to-bill ratio, mortgages, home sales and jobless claims. Apple’s earnings are also talked about. In this week’s case study, our experts discuss what a daughter and her father need to do to plan for incapacity, as he was diagnosed with early Alzheimer’s this year. The hosts also address listeners’ questions on 401(k) rollovers, Celgene, Artic Cat, SEI Investments, Bank of New York Mellon and Western Digital
Our experts take a broad look at planning for incapacity in the case of an elderly investor who has been diagnosed with the early signs of dementia.