Investing your Required Minimum Distributions in a Fixed Income Portfolio
The "Money Talks" hosts discuss what to do with a required Minimum Distribution from both a financial planning and investment perspective.
Q&A: Specific Stocks
We answer investors’ questions on Energy stocks, Johnson & Johnson, and Teva Pharmaceuticals.
Q&A: Bonds, Margin Interest and Annuities
The "Money Talks hosts answer listeners’ questions on bonds, margin interest and annuities.
Q&A: Can You Suggest Some Income Stocks?
The "Money Talks" hosts share some stock picks that pay high dividends.
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.
Q&A: Floating Rate Bond Funds
We answer the question, “I have recently heard of floating-rate bond funds. What is your opinion?”
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.
Municipal Bonds—Our Confidence is not Unwarranted
With real estate prices having fallen significantly over the past few years, many market pundits have begun to point to municipal bonds as the potential next shoe to drop.
Slow and Steady Investing
Bil Lako, CFP® discusses how the slow and steady investment strategy would have benefited an investor during the worst decade since the Depression.
Sell Strategy
Investors often wonder just how long they should hold on to an investment, asking a simple question “What is your sell strategy?” Ideally, you want to hang on to an investment as long as it meets your investment objectives.