Sometimes the Active Portfolio Decision is to Do Nothing
Bil Lako, CFP®, explains how sometimes investors are not paying attention to the decisions that are being made.
Q&A Time: Muni Bond Defaults and Portfolio Diversification
The “Money Talks” hosts field investment questions on municipal bonds and portfolio diversification.
Q&A Time: Bond Ratings Affecting Money Market Funds
We explain how money market funds likely will not be affected by a downgrade on U.S. Treasuries.
Choosing a Broker or an Adviser
Most financial professionals can provide specific stock or mutual fund recommendations. However, before deciding on a broker or an adviser, you must decide what you want to handle: investments research, planning your personal finances, establishing budget realities, providing tips to reduce spending, assessing your retirement savings, and checking that you have the necessary insurance coverage.
Benefits of Working with a Fee Only Adviser
Bil Lako, CFP® discusses how it can be a full-time job to do the extensive research required to make sound investment decisions for a well-diversified portfolio.
The Emergency Fund
The "Money Talks" hosts discuss having an emergency fund and insuring your risk against disability.
Q&A Time: Debt Ceiling and College Graduation Gifts
The "Money Talks" hosts discuss why moving to cash right now is not a wise decision, and they help a listener decide on the perfect graduation gift.
Military Benefits
Retired U.S. Navy Cmdr. Mike Quinlan joins "Money Talks" to discuss the benefits available to those who enlist in the U.S. military.
What to do with Your Tax Refund?
Bil Lako, CFP®, and Dr. Gene discuss what you should do with your income tax refund.
Q&A Time: Buy JPMorgan Chase? Sell Cisco?
We weigh in on JPMorgan Chase and Cisco Systems.”