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.

Market Roundup: Market Ends Last Week of November on Positive Note

Stocks opened higher Monday and maintained their lead throughout the afternoon with all the major equity sectors advancing, and sizable gains in the Technology, Consumer Discretionary, and Financial sectors. The next day, the stock market started lower, giving back some of Monday’s gains. However, positive comments from the Federal Reserve suggesting that rate hikes may…

Money Talks – November 17, 2018

This week on “Money Talks,” Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss both the Producer Price and Consumer Price indices, jobless claims, and retail sales. They also discuss the week’s movement in interest rates. D.J. and Jarrett discuss asset protection when investors are required to take—sometimes significant—withdrawals from their retirement accounts. They discuss FDIC limits, SIPC and other ways to preserve principal. The experts also address listener questions on affordability in the housing market and safely online shopping for the holiday season.