When it is Time to Redesign
The process of changing the percentage of assets invested in different asset classes is known as reallocation or redesigning. We explain how in this week’s Marietta Daily Journal Article.
Q&A Time: Icahn Enterprises, Hain Celestial Group and Year-End Moves
The “Money Talks” hosts discuss listener’s questions on Hain Celestial Group, Icahn Enterprises and year-end moves that can still be made.
Q&A Time: Vulcan Materials, Wealth Distribution, and Separately Managed vs. Unified Managed Investment Accounts
The “Money Talks” hosts discuss listener’s questions on Vulcan Materials, Wealth Distribution and separately managed and unified managed accounts.
Q&A Time: Gannett Co., GRUTs and Travel Health Insurance
The “Money Talks” hosts answer listener’s questions on Gannett Co., GRUTs and Travel Health Insurance.
Rebalancing Your Portfolio
If you are looking at your investments at year end, it is a good time to evaluate your investment decisions. We explain how in this week’s Marietta Daily Journal Article.
Rebalancing and Redesigning
The “Money Talks” hosts discuss some of the year-end portfolio decisions you may have.
Cash Value Life Insurance, Good Stock to Buy Right Now and Pandora Media
The “Money Talks” hosts address listener questions on Pandora media, cash value life insurance policies and the good stock to but right now.
Q&A Time: Regional Banks, GoGo Inc., and Trading on Margin
The “Money Talks” review a listener’s regional bank holdings, explore in-flight internet connectivity and explain trading on a margin.
Be Aware When Buying Mutual Fund Shares in December
Unless you want to pay taxes on money you didn’t earn, be careful when you buy mutual fund shares in December. Read the Article
Calculating Cost Basis for Bonds
Cost basis reporting for bonds is scheduled to begin in 2014, which may make calculating profits from bond sales easier. Learn more in this Financial Tip.