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.

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.