Restricted Stock Requires Planning
With restricted stock shares, you may be withholding less than your marginal tax rate and creating a concentrated position. Read the Article
Risk-Adjusted Return
The “Money Talks” hosts discuss how volatility and return determine the amount of risk in your portfolio.
Q&A Time: Small-Mid Cap Value Funds, Stop-Loss Orders and American Tower Corp.
The “Money Talks” hosts address questions from listeners about stop-loss orders and a communications tower REIT.
Restricted Stock: Benefits, Taxation and Planning Issues
Hosts discuss the taxation and planning issues of restricted stock.
Just How Risky Is Your Portfolio?
You may think of risk in terms of loss, but you should also think of it in terms of not meeting your financial goals. Learn more in this Financial Tip.
Cloud-Based Software and the Difference Between Value and Growth Investing
The “Money Talks” hosts discuss cloud-bases software and define the difference between growth and value investing.
Investing Outside of Your Financial Adviser
Is it OK to have an investment account that your financial adviser doesn’t know about?
Evaluating Exchange-Traded Funds
Hosts share how investors can evaluate an exchange-traded fund.
Q&A Time: Analog Devices, Inc. and Insurers
The “Money Talks” hosts provide their opinions on Allstate, Progressive and Travelers insurance.
Selling for Liquidity
With the markets up, Bil Lako, CFP®, asks Dr. Gene if investors should sell to fulfill their 10-year liquidity needs