Advisers may calculate performance in a number of ways, including benchmarking a portfolio to a particular index, or using Internal Rate of Return. We take the time to explain what you should be looking at.
This week on Money Talks, Associates Charlie Holloway, CFP®, CDFA™ and Ben Crowe, CFP®, CFA, C.P.A. join Dr. Gene Henssler to discuss why investors are getting out of the stock market, the fear of deflation, and earnings from Delta and Bank of America. They also discuss when it may be appropriate to name a trust as a beneficiary for your retirement accounts, IRA rollovers, and oil production costs.
A common trend among investors is naming a trust as the beneficiary of their IRAs and then naming their non-spouse heir as beneficiary of the trust.
The “Money Talks” hosts discuss retail sales prospects for the fourth quarter, investors’ fear of deflation, the week’s plunge in Treasury rates, and earnings from Bank of America, Philip Morris International and Delta Air Lines.
We answer listeners’ questions on UPS and FedEx prospects for the fourth quarter, the new rule change regarding IRA rollovers and if it is possible to write off non-business bad debt on your taxes.
This week on Money Talks, Ted Parrish, CFA and Bil Lako, CFP® are joined by Director of Research Troy Harmon, CFA, to discuss the volatile movements during the week, and the five basic types of earnings that you may hear reported during earnings season. The hosts also answer listeners’ questions and discuss a study that shows consistent investing through the Great Recession may have paid off.
The “Money Talks” hosts answer listeners’ questions on Illinois Tool Works, Du Pont E I De Nemours & Co., the deal between Becton Dickinson and CareFusion Corp., and the taxes American workers owe when working abroad.