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 GDP numbers for March, the blueprint to a tax efficient retirement, and state with the lowest overall tax burden.
Host Dick Donahue talks about the role of dividends in your total stock returns, the shifting paradigm caused by Artificial Intelligence, and the cost of EV subsidies.
Host Dick Donahue talks about March retail sales and housing starts, qualified charitable distributions, and five tips for dividend stock investing on this episode of Wealth Wake Up.
Host Dick Donahue talks about the personal consumption index, the IRS waving some required minimum distributions, and what went wrong with US inflation on this episode of In The Shop.
Host Dick Donahue talks about the Fed and March Consumer numbers on this short episode of Wealth Wake Up.
Host Dick Donahue talks about water and precious metals, AI, and the Fed borrowing more money on this episode of Wealth Wake Up.
Host Dick Donahue talks about March employment numbers, adjustments to Medcare Part B and D premiums, and restoring fading families on this episode of Wealth Wake Up.
Host Dick Donahue talks about the US debt dilemma, changes in the leading S&P 500 index, and American facing higher costs under the EPA’s electric truck mandate on this episode of Wealth Wake Up.
Host Dick Donahue talks about backdoor Roth IRA baggage and how to avoid losing an inherited IRA and getting a big tax bill on this episode of Wealth Wake Up.
Host Dick Donahue talks about the US auto industry, how you should spend money on home improvements, a price hike for drilling on federal lands.