Our experts address listeners’ questions on retaining tax records, how tax reporting should be handled for a joint account, and defense contractors Raytheon and Boeing.
Our research analysts provide opinions on convenience retail supply company Core-Mark Holding Company, Inc., and provider of physician services, MEDNAX, Inc.
This week on “Money Talks,” Dr. Gene and Troy Harmon, CFA, are joined by Jennifer Thomas, CFP®, to discuss the market’s rough week. Economic releases for the week included the Consumer Price Index, New Home Sales and Durable Goods. The experts discuss a case study of a couple who are wondering if they should pay off their mortgage before they retire or if they should refinance and carry a mortgage through retirement. Listener questions on Series EE bonds and railroad transportation company Union Pacific Corp are also answered.
Our experts focus on a case study of a couple considering paying off their mortgage before they retire.
Dr. Gene and Troy Harmon, CFA, are joined by Jennifer Thomas, CFP®, to discuss the market’s rough week. On both Monday and Tuesday, the markets saw light trading while the Consumer Price Index showed consumer prices increased 0.2% in February. The core CPI, which excludes energy and food, ticked up 0.2%, twice what economists were expecting. Midweek investors showed their concern over the rising dollar. On Friday, Commerce Department data showed the third and final fourth-quarter GDP reading remained at 2.2%, though shy of an expected uptick to 2.4%. The final University of Michigan’s consumer sentiment index registered a reading of 93, well above the preliminary 91.2, but down from February’s 95.4 reading.
Our experts address listeners’ questions on using Series EE bonds for education savings and whether one should consider an investment in transportation company Union Pacific Corp.
Director of Research, Troy Harmon, CFA, and Dr. Gene Henssler discuss what we think may happen to the stock market when interest rates rise.
This week on “Money Talks,” Dr. Gene is joined by Bil Lako, CFP®, Troy Harmon, CFA, and Matt Hames, CTFA to discuss the latest minutes from the last Federal Open Market Committee meeting, residential construction and the Producer Price index. The hosts focus this week’s case study on a question from a student at Kennesaw State University on paying down student loans early or saving the money for a down payment. Listener questions include biotechnology company Biogen Idec, investing with the NASDAQ near 5,000 and why mutual funds’ NAV drops after a dividend payout.
Our experts focus on a case study of a young family deciding whether to pay down their student loans early or save for a future down payment.
Dr. Gene is joined by Bil Lako, CFP®, Troy Harmon, CFA, and Matt Hames, CTFA to discuss the latest minutes from the last Federal Open Market Committee meeting, Residential Construction and the Producer Price index. Stocks rallied following Federal Reserve comments on Wednesday. Though the word “patient” was missing from Federal Open Market Committee meeting comments, no rate hike is planned for the immediate future. Oil prices also drove the markets this week settling at $46.57 a barrel on Friday.