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 4th quarter initial GDP estimate, December home sales, and the latest move by President Biden that could increase inflation.
Host Dick Donahue takes a look at the numbers in the 2023 S&P index and welcomes Patrick Connor from the National Federation of Independent Businesses to the show to talk about pending legislation in Olympia.
Host Dick Donahue talks about December retail sales, housing starts, three tax smart tactics for folks with over $1 million in tax deferred investments, and interest rates cuts on this episode of Wealth Wake Up.
Host Dick Donahue talks about trade dynamics between the U.S. and the rest of the world, backdoor Roths and avoiding mistakes, and geopolitics posing an economic threat in 2024.
Host Dick Donahue talks about December economic reports, inflation and spending, and tips on getting an inheritance on this episode of Wealth Wake Up.
Host Dick Donahue takes a deeper look at the employment landscape, avoiding 60-day IRA rollover mistakes, and five New Years resolutions to make now.
Host Dick Donahue talks about December’s unemployment report, wealth taxes for 2024, and the 2024 guide to Roth conversions.
Host Dick Donahue talks about the Santa Claus rally, the impact of immigration on the economy, and five steps to boost your near retirement savings.
Host Dick Donahue talks about better money habits for the new year, seven new rules for retirement planning, and the top 10 destinations for Americans moving abroad.
Host Dick Donahue talks about 3rd quarter GDP, Medicare and higher interest rates being here to stay on this episode of Wealth Wake Up.