Troy Harmon, CFA, and Mark Bendinelli, CFA, discuss the merits and drawbacks of “complicated” portfolios.
Jennifer Thomas, CFP®, and Ben Crowe, CFP®, CFA, C.P.A., discuss why investors may consider a Roth conversion this year.
This week on “Money Talks” we discuss the market’s recent events, answer listener’s questions and discuss the influence future taxes may have on investment decisions.
The “Money Talks” hosts discuss the week’s economic and earnings releases, including IMB and Intel.
With an expected increase in taxes, you may consider accelerating income into 2012 or gifting to your heirs while your lifetime estate tax exclusion is $5 million.
Bil Lako, CFP®, Ted Parrish, CFA and Dr. Gene weigh in on listener’s questions on Phillips 66, industrial stocks and cigarette makers.
This week on “Money Talks” our research analysts discuss the drop in the unemployment rate, the upcoming earnings season, and the popularity of dividend investing.
The “Money Talks” hosts discuss the surprising plunge in the unemployment rate to 7.8% and other economic data that moved the markets.
With low estimates for the third quarter earnings season, we discuss the sectors that might shine.