Listen Live
Every Saturday and Sunday 11am to Noon
Hosted by Dick Donahue, Wealth Advisor with Asset Advisors LLC, 5060 Pacific Highway Ste 101, Ferndale WA 98248 dick@assetadvisorsllc.net
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
This program is not intended to provide specific legal, tax, or other professional advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.
Investors cannot invest directly in indices. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.
S&P 500 – A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
Russell 2000 – The Russell 2000 is a stock market index measuring the performance of 2000 small capitalization stocks. It represents the 2000 smallest companies in the Russell 3000 Index, which in turn represents the 3000 largest companies in the U.S. Thus, the Russell 2000 is a barometer of small-cap stocks. Though small, the companies represented by the Russell 2000 are not the smallest of the small as they are not penny stocks. The Russell 2000 is weighted by the market capitalization of the stocks.
NASDAQ 100 Index – The NASDAQ 100 Index is a stock index of the 100 largest companies by market capitalization traded on NASDAQ Stock Market. The NASDAQ 100 Index includes publicly traded companies from most sectors in the global economy, the major exception being financial services.
The Dow Jones Industrial Average (“DJIA”) tracks publicly owned corporations and is one of the most-watched stock indexes in the world. Dow Jones sold the DJIA and its other indexes to S&P Dow Jones Indices LLC, a joint venture between S&P Global and the CME Group.
Converting from a traditional IRA to a Roth IRA is a taxable event.
Host Dick Donahue talks about national debt growing, soft payrolls and September employment.
Host Dick Donahue talks about AI investments, chasing par in the rising rate world, and voter control over income taxes.
Host Dick Donahue talks about Fed independence, growth holding firm and mortgage rates between 1980 and 2026.
Host Dick Donahue talks about the Fed’s rate hike, 10-year treasury notes, and August retail sales on this episode of Wealth Wake Up.
Host Dick Donahue talks about a strong jobs report, US core inflation, and new Trump accounts on this episode of Wealth Wake Up.
Host Dick Donahue talks about BLS payroll revisions, avoiding poor investment decisions, and protecting your IRA from prohibited transactions.
Host Dick Donahue does a combo weekend show on this episode of Wealth Wake Up.
Host Dick Donahue talks about Fed Chair Warsh striking a hawkish tone in Jackson Hole, July new home sales, and retirement mistakes that cannot be corrected.
Host Dick Donahue talks about household debt, Washingtonians looking to move out, and tips to keep your brain healthy as you age.
Host Dick Donahue talks about government failure, socialism and estate planning on this episode of Wealth Wake Up.