Managing a Concentrated Stock Position
When you have a position that comprises a large portion of your portfolio you need to ask yourself, if you sell and pay the capital gains tax can you retire? Generally, the answer will be yes.
Why You Need an Investment Policy Statement
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
Q&A Time: Solo 401(k)s, Market Research Companies, Yelp and More
The “Money Talks” hosts address a variety of listener questions, including saving to a solo 401(k) and investment research companies.
The Earnings of Twitter
The “Money Talks” hosts discuss the problem with investing in Twitter at this time.
Sectors We Like Today
The “Money Talks” hosts discuss the sectors that they recommend investing in today.
Q&A Time: PepsiCo, CVS Caremark, Walgreens and More
We address listeners’ questions on 401(k)s, saving for retirement and give our preference between CVS Caremark and Walgreen Company
Profit Sharing Plans
The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP®, and Ted Parrish, CFA, explain how a profit sharing works. The hosts discuss vesting options, advantages for both the employer and employee, and how to determine if a profit sharing plan is best for you.
Timing the Next 10% Correction
What would be the harm in holding 10% of your portfolio in cash to invest during the next 10% correction?
Q&A Time: Profit Sharing Plans, Student Loans and Canadian Investments
The “Money Talks” hosts address listeners’ questions on profit sharing plans, reducing student loan payments and investing in Canada.
Types of Stocks
Stocks are classified by type, size, cyclicality and location, which helps weed out those unsuitable for your strategy. Learn more in this Financial Tip.