Money Talks – March 7, 2015

This week on “Money Talks,” Matt Hames, CTFA, Troy Harmon, CFA, and Charlie Holloway, CFP®, CDFA™ discuss the major economic releases from the week, including Personal Income and the Manufacturing and Services indices. Our experts take a look at a case study of a professional who desires help with her investments and needs to decide on the type of financial professional she want to work with. They also answer listeners’ questions on the energy intensity of GDP, Silgan Holdings, Inc., Amdocs Ltd., and beneficiary designations for singles.

Week Ends Slightly Down Despite Record Highs Reached on Monday

The “Money Talks” hosts discuss the second estimate of GDP for the fourth quarter of 2014, Personal Income, ISM Manufacturing and Services Indices, and Productivity & Costs. Early in the week the Dow and S&P 500 traded up to new record highs. The NASDAQ tacked on gains to close above the 5,000 level for the first time in 15 year. Stocks slipped mid-week, while the Federal Reserve’s Beige Book showed economic activity expanded in all 12 districts, with wage growth concentrated in specific industries.

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.