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 manufacturing in the U.S., seven rules for non-spouse beneficiaries, and your yearend IRA checklist on this episode of Wealth Wake Up.
Host Dick Donahue talks about the latest Federal Reserve meeting and housing reports from August on this episode of Wealth Wake Up.
Host Dick Donahue does the global roundup and talks about the Washington Cares Act on this episode of Wealth Wake Up.
Host Dick Donahue talks about August economic reports, the IRS cracking down on millionaire tax cheats, and five ways to help adult children develop financial independence.
Host Dick Donahue talks about crude oil prices, the key to building generational wealth, and Washington state being ranked 32nd on the Freedom Report.
Host Dick Donahue talks about July’s economic reports and six big IRA tax changes for 2023 on this episode of Wealth Wake Up.
Host Dick Donahue talks about August employment numbers, manufacturing, and when you should start saving for retirement on this episode of Wealth Wake Up.
Host Dick Donahue does the Weekly Wrap and talks about the history of market killers going back to 1950 on this episode of Wealth Wake Up.
Host Dick Donahue talks about July home sales, durable goods, and college grads saying trade skills bring better job security on this episode of Wealth Wake Up.
Host Dick Donahue talks about ten steps you should take if you’re ten years from retirement on this episode of Wealth Wake Up.