The 2011 Egyptian Riots
Dr. Gene Henssler and Ted Parrish, CFA, discuss the civil unrest in Egypt and how it may affect the markets.
Divorce Financial Issues—Titling of Assets and Litigation Costs
While divorce is an extremely emotional period, both parties must be very careful in planning for his, her, and the children’s financial well-being. As financial advisers, we see two main concerns when couples are getting a divorce: titling of assets and the cost of litigation.
Earnings Projections are Up and will Drive the Stock Market
The "Money Talks" hosts explain how reported earnings and projections will move the markets.
Five Tips to Keep Your 401(k) on Track
The "Money Talks" hosts provide some overlooked tips that can keep your 401(k) on track.
Should a Married Couple Invest Separately?
Dr. Gene and Bil Lako, CFP® answer a listener’s question about investing separately from his wife.
Q&A: Floating Rate Bond Funds
We answer the question, “I have recently heard of floating-rate bond funds. What is your opinion?”
Tax Strategist: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
The recently enacted Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 is a sweeping tax package that includes, among many other items, an extension of the Bush-era tax cuts for two years, estate tax relief, a two-year patch of the alternative minimum tax (AMT), a two-percentage-point cut in employee-paid payroll taxes and in self-employment tax for 2011, new incentives to invest in machinery and equipment, and a host of retroactively resuscitated and extended tax breaks for individuals and businesses.
First Full Week of Earnings Saw Positive Numbers from Tech Giants Apple and IBM
The "Money Talks" hosts discuss Apple’s earnings, Steve Jobs’ leave and earnings in the financial sector.
Business Owners—How Well do You Know Your 401(k) Plan?
The Department of Labor has increased its enforcement of existing fiduciary duties for 401(k) plan sponsors. Businesses must fully understand the services provided by their plan and ensure plan participants are receiving the services that are bundled into the cost of the plan. Having answers and documentation to answer basic questions about the plan is key for a plan fiduciary.
Loss of a Spouse
Bil Lako, CFP® addresses a listener’s question regarding the loss of a spouse.