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 1st quarter GDP, personal income and consumption, and Medicare enrollees choosing supplemental plans on this episode of Wealth Wake Up.
Host Dick Donahue talks about the global aircraft market, consumers running out of money, and rising unemployment in U.S. metro areas on this episode of Wealth Wake Up.
Host Dick Donahue talks about new home sales, taxing the rich being a popular bipartisan stance, and unpacks who exactly benefits from destabilizing the U.S. on this episode of Wealth Wake Up.
Host Dick Donahue talks to about S&P 500 earnings, the Boomer inheritance wealth wave, and takes a look at Nuclear Power on this episode of Wealth Wake Up.
Host Dick Donahue talks about April economic reports, identifying schemes and scams, and why you should thank a cop during National Police Week.
Host Dick Donahue talks about why the U.S. dollar will remain the Global Reserve Currency, transitioning into a slow retirement, and soaring medical debt burdening seniors.
Host Dick Donahue talks about the four keys to donating to charity, whether or not Roth IRAs are subject to state taxes, and the process when a trust is an IRA beneficiary.
Host Dick Donahue talks about crude oil prices, dividend stocks and AI and the future or work on this episode of Wealth Wake Up.
Host Dick Donahue talks about April employment numbers, international trade, and which college majors can afford to retire.
Host Dick Donahue talks about personal income and consumption reports, how technology is changing the world of defense, and debt danger for the U.S. economy.