Markets Positive with S&P Reaching New Record Levels on Friday

The “Money Talks” hosts discuss the week’s market moves, and the name brand stocks that pushed the markets higher. Coca-Cola, PepsiCo, CVS Health Corp. and Cisco all reported earnings that moved the markets higher. On Friday, the University of Michigan’s sentiment survey showed a reading of 93.6, while economists had expected an unchanged reading of 98.1.

Money Talks – February 7, 2015

This week on “Money Talks” Matt Hames, CTFA, Troy Harmon, CFA and Scott Keller, CFA discuss the ISM Manufacturing and Services indices, gasoline’s price reversal, and earnings from Exxon Mobil, Under Armour, and Disney. This week’s case study focuses on a 54-year-old who follows the rule that you should have an equivalent percentage to your age in fixed income, meaning he has more than 50% of his portfolio in fixed-income securities. Our experts apply the Henssler Ten Year Rule to his situation. They also address listeners’ questions on Chemed Corp., Travelers Cos., W.R. Berkley Corp., and the responsibilities a company owner has to his employees’ 401(k). 

Markets Rebound to be Flat for the Year

Your hosts for “Money Talks,” Matt Hames, CTFA, Troy Harmon, CFA and Scott Keller, CFA, discuss the ISM Manufacturing and Services indices, gasoline’s price reversal, and earnings from Exxon Mobil, Under Armour, and Disney. Personal income rose 0.3% in December, matching November’s pace, while personal spending slipped 0.3% following a revised 0.5% uptick in November. New orders for manufactured goods fell 3.4% while November’s figure was downwardly revised from a 0.7% dip to a 1.7% retreat. 

Money Talks – January 31, 2015

This week on “Money Talks,” Dr. Gene Henssler is joined by Troy Harmon, CFA, and Matt Hames, CTFA, to discuss the week’s economic releases, including durable goods, the Conference Board Consumer Confidence Index and the Fed’s views on monetary policy. Notable earnings from the week include Apple and Microsoft. Our experts also delve into a case study of a couple required to take a mandatory distribution from an IRA this year. The hosts discuss how required mandatory distributions are calculated, how the distributions may affect their taxes, and different ways to take the distributions. They also answer listeners’ questions on UPS, cancer research companies and permanent life insurance.