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 February housing starts, rate expectations from the Federal Reserve and Comparing Biden’s budget to your household budget on this episode of Wealth Wake Up.
Host Dick Donahue takes a deeper look at the consumer price index and talks about small cap sensitivity to interest rates on this episode of Wealth Wake Up.
Host Dick Donahue talks about the February consumer price index, inefficiencies in renewable energy, and Biden’s ten massive increases.
Host Dick Donahue takes a look at household financial health in the U.S., American decline, and the recent growth of online betting.
Host Dick Donahue talks about the February jobs report, Bitcoin, and small and mid-cap stocks on this episode of Wealth Wake Up.
Host Dick Donahue welcomes Patrick Connor to the show to recap the Washington State Legislative session.
Host Dick Donahue talks about the 4th quarter GDP report, Biden set to push for higher taxes on the wealthy, and the potential for 1970s-style stagflation.
Host Dick Donahue talks about the impact of elections on economic policies, strategies for claiming Social Security, and eight new findings on what Americans don’t know about retirement income.
Host Dick Donahue talks about January existing home sales, how one high school course can reap $100,000 in benefits, and family caregivers struggling and feeling undervalued on this episode of Wealth Wake Up.
Host Dick Donahue talks about increasing consumer delinquency rates, how capital return is part of return on capital, and Amazon getting set to replace Walgreens in the Dow Jones Industrial Average.