Money Talks – January 10, 2015

This week on “Money Talks,” Matt Hames, CTFA, joins Dr. Gene, Bil Lako, CFP®, and Troy Harmon, CFA, to discuss the week’s market movements, establishing a Roth IRA for a young adult and dividend-paying bank stocks. The experts also focus on a case study about a man who has been offered an early retirement offer at age 48. His financial planning gets tricky when our experts realize all of his retirement assets are in his company’s stock inside his 401(k). 

Market Roundup: Markets Close Down in First Full Week of 2015

Friday’s session ended in red territory with Energy stocks leading the way, capping off a volatile week. During the week, stocks traded lower amid a further retreat in oil prices and a variety of economic news. U.S. factory orders declined in November, as new orders for manufactured goods fell 0.7%. However, the week’s news wasn’t all bad. The U.S. foreign trade gap narrowed to $39 billion in November from $42.2 billion in October. The ADP Jobs Report showed the private sector added 241,000 net positions in December, exceeding November’s addition of 227,000.

Money Talks – January 3, 2015

This week on Money Talks, Dr. Gene is joined by Bil Lako, CFP®, Matt Hames, CTFA, and Research Analyst Nick Antonucci, to recap 2014 and look ahead to 2015. The Henssler experts also discuss a case study of a family that is dealing with the curveball of a serious illness that changed their priorities. We also address listener question on Motif Investing, Bunge Limited, Mosaic Co. and donor-advised funds and family foundations.