Money Talks – December 15, 2018

This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Director of Insurance Planning, Jim Crone, CLU®, CFS®, to discuss the current market movements, new developments in Brexit, and how the market is so reactive to trade and tariff talks. As part of our year-end prep, Jim brings his insight to insurance planning and taking a closer look at your term life policies. The experts also answer listeners’ questions on business exit planning, longevity annuities, Industrial manufacturer Caterpillar and the differences between a Profit-sharing plan and a 401(k) plan.

Market Roundup: After Week’s Losses, Indices are Entering Correction Territory

The major indices closed the trading session in green territory on Monday, as stocks rebounded in late afternoon trading. Gains among Technology sector names bolstered the Dow Jones Industrial Average’s ascent. Indices traded mixed on Tuesday with the Dow and S&P 500 Index shedding some points while the NASDAQ Composite closed slightly in the green…

Market Roundup: After Week’s Losses, Indices are Entering Correction Territory

The major indices closed the trading session in green territory on Monday, as stocks rebounded in late afternoon trading. Gains among Technology sector names bolstered the Dow Jones Industrial Average’s ascent. Indices traded mixed on Tuesday with the Dow and S&P 500 Index shedding some points while the NASDAQ Composite closed slightly in the green…

Money Talks – December 8, 2018

This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate D.J. Barker, CWS®, Associate Melanie Wells, CFP®, and fellow Research Analyst Jacob Keen to discuss the week’s volatility and how many stocks in the S&P 500 Index were in bear market territory. They also discuss the ISM Manufacturing Index, the Fed’s Beige Book, International Trade, and the ISM Services Index. D.J. and Melanie take a closer look at some of the year-end financial moves you can make. The experts also answer listeners’ questions on stocks you can buy children to get them involved in their future and recent IPO YETI Holdings.

Money Talks – December 1, 2018

his week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Tax Manager Dan DiLuzio, CPA, and Principal Jennifer Thomas, CFP®, to discuss the week’s market movements, Consumer Confidence, housing news, and the second estimate of third quarter GDP. Dan looks at some of the nuances taxpayers need to pay attention to this year for year-end tax planning. He explains why a little more time will be needed to plan. The experts also answer listener questions on what an ex-dividend date is, the new rules for 401(k) hardship withdrawals, and military retirement benefits. They also address stock questions on credit card processor Square, Inc., and technology-based learning product provider Rosetta Stone.