Money Talks – February 21, 2015

This week on “Money Talks,” Dr. Gene is joined by Bil Lako, CFP®, Matt Hames, CTFA, and Troy Harmon, CFA, to discuss Federal Open Market Committee minutes, Industrial Production figures and the Producer Price Index. The experts also discuss earnings from Fossil Group, Flowserve and Duke Energy. In the week’s featured case study the hosts discuss the merits of converting assets in an IRA to a Roth IRA for a couple in their 60s who are still working. The experts discuss the tax implications and the breakeven point. The experts also revisit last week’s discussion on high-yield maturing bond exchange-traded fund portfolios based of a listener’s follow up question.

Money Talks – February 14, 2015

This week on “Money Talks,” Dr. Gene is joined by Matt Hames, CTFA, and Troy Harmon, CFA, to discuss employment and the JOLT Survey, oil inventories and earnings from Coke, Pepsi and CVS Health Corp. Our experts also consider the case study of a retired couple who desire to earn more yield on their investments and who have been recommended a high-yield bond portfolio. The guys discuss the risks involved and offer their opinions on where investors may find more yield with less risk. They also answer listeners’’ questions on HCP and investing in the Vanguard European Index.

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.