Mixed News
Ted Parrish, CFA, Dr. Gene and Bil Lako discuss the week’s economic releases.
Higher Taxes and a Capital Goods Recovery
Dr. Gene, Ted and Bil discuss what 2011’s higher taxes may mean for our economy, how to invest during inflationary times and what the November elections may bring.
Converting to a Roth IRA
Bil Lako, CFP® and Dr. Gene discuss some of the major considerations for converting a Traditional IRA to a Roth.
Independent Contractors—How to Classify Workers
If you hire contractors for your business, you should review the list of determining factors provided by the IRS to help you classify workers either as employees or independent contractors. When reviewing the checklist, the IRS will make its decision on the whole picture of the professional relationship, not just a single factor. For more information on classifying workers, read this C.P.A. Insight.
Several Points of Good News Both Abroad and Domestically
Dr. Gene and Ted discuss why they are both bullish on the market, as both the S&P and Dow were up over 2% for the week ending June 11. They look at several points of good news from both domestically and abroad.
Indexed Annuities—What Are They and Why Are They So Confusing?
The "Money Talks" hosts talk with insurance expert Jim Crone from CNT Financial about Index Annuities and what purpose they serve in an investment portfolio.
Annuities in an IRA
Insurance expert Jim Crone from CNT Financial talks with "Money Talks" about holding annuities in an IRA.
Converting Holdings in an Index Fund to an Index ETF
Portfolio Director Ted Parrish, CFA, offers a listener advice on moving funds from an Index Fund to an Index ETF to save on ongoing expenses.
Income Portfolios
At Henssler Financial, we have established our Henssler Model Portfolio, which is a mix of our recommended high quality, individual common stocks. Our Model generally yields between 1.5% and 2% in terms of dividends. Over the years, we have also created a couple of income portfolios, one that has a higher current yield with slower…
Some Tips of Traveling Abroad and Staying Within Your Budget
A tight economy is no reason to postpone your travel plans until better times. While our econonomy is beginning to recover, bookings are still soft for airlines and hotels, so you may be able to benefit from discounting. For more information on how to stretch your dollar especially when traveling abroad, read this Financial Strategy.