Listen Live
Saturdays from 11am – Noon and Sundays from 9 – 10am
- 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 April CPI, market volatility, and how taxes are the biggest risk for wealth transfer.
Host Dick Donahue talks about unemployment, corporate earnings estimates, and a track record of market drawdowns.
Host Dick Donahue talks about April’s employment report, March international trade, and the six-month Social Security retroactive trap.
Host Dick Donahue talks about American’s transfer society, AI’s escape velocity, and the increasingly messy markets.
Host Dick Donahue talks about GDP, March housing starts, and the latest Federal Reserve meeting.
Host Dick Donahue talks about petroleum imports, US national debt and spring cleaning for portfolios.
Host Dick Donahue talks about government spending, geopolitical uncertainty and Roth IRA considerations.
Host Dick Donahue talks about technology stocks and semiconductors, AI and the future of work, and 50 Roth IRA conversion considerations.
Host Dick Donahue talks about the Fed putting rate cuts on the back burner, March existing home sales and why so many people spend their inheritance in one year.
Host Dick Donahue talks about Tax Day reality checks, AI’s insatiable appetite for memory, and profit margins on this episode of Wealth Wake Up.