This week on “Money Talks,” Dr. Gene is joined by Ted Parrish, CFA, and Charlie Holloway, CFP®, CDFA™ to discuss the week’s market movements, Advance Directives for Health Care, how to balance liquid and retirement funds, and stock questions on Nike, Under Armour, Lockheed Martin and home construction loans.
The “Money Talks” hosts discuss the welcome positive week for the stock markets, boosted by good economic data and consumer confidence. They also discuss the Fed’s decision to end quantitative easing.
We address listeners’ questions on athletic brands Nike and Under Armour and whether proceeds from a life insurance policy are taxable for the beneficiaries. The experts also discuss how the election may affect Lockheed Martin as a holding and whether interest on a home construction loan interest is tax deductible.
Charlie Holloway, CFP®, CDFA™ addresses questions on protecting 401(k) assets during a divorce, and how target date funds may limit investment choices, but not diversification. The experts also offer opinions on two reinsurance companies.
This week on “Money Talks,” Ted Parrish, CFA, is joined by Scott Keller, CFA, and Troy Harmon, CFA, discuss the week’s economic and inflation data, and answer listeners’ questions on deciding between a Traditional and a Roth 401(k), investment policy statements, evaluating performance and high-quality bargains in the market.
An investment policy statement can keep you on track during market volatility because it serves as your promise to your financial future to not act hastily during normal market fluctuations.
Deciding between a traditional and a Roth 401(k) depends on how much money you are earning, your tax bracket and what your tax bracket may be in the future. We also discuss vesting and how it affects your 401(k).