Listen LiveSaturdays 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 the June economic reports, middle America being rattled by recent jobs reports, and what retirees need to know about estimated taxes.
Host Dick Donahue talks about monetary policy at the Fed and how many Americans are trapped in home equity credit lines on this episode of Wealth Wake Up.
Host Dick Donahue takes a look at the overall energy picture and talks about EV mandates and retirement plan withdrawals on this episode of Wealth Wake Up.
Host Dick Donahue talks about the July economic reports, the recent Federal Reserve meeting, and how U.S. households are losing over $15,000 a year because of regulations.
Host Dick Donahue talks to about 2nd quarter GDP, home sales, and Medicare travel and living coverage on this episode of Wealth Wake Up.
Host Dick Donahue takes a deeper look at the employment landscape and talks about the retirement crisis on this episode of Wealth Wake Up.
Host Dick Donahue talks about June Retail and Housing numbers, the job market, and 2025 Social Security COLA on this episode of Wealth Wake Up.
Host Dick Donahue talks about the pre and post COVID economy, military spending, and Japan selling off US dollars on this episode of Walth Wake Up.
Host Dick Donahue talks about the June Consumer Price Index, what matters most in retirement, and how retiring in your 50s can affect your Social Security benefits.
Host Dick Donahue talks about stock prices, the wide world of growth, and navigating the US stock market on this episode of Wealth Wake Up.