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 May employment numbers, manufacturing, and why advisors say the “tax the rich” mentality is misguided.
Host Dick Donahue discusses how much wealth you need to be in the world’s top 1 percent, five tips for buying travel insurance, and what’s right and what’s wrong in the new debt deal.
Host Dick Donahue talks economic updates including First Quarter GDP, April Home Sales, and Personal Income and Consumption on this episode of Wealth Wake Up.
Host Dick Donahue talks about retail sales, April industrial production, and ten reasons you should be optimistic about the future on this episode of Wealth Wake Up.
Host Dick Donahue talks about the rates of return on ten year treasury notes, college graduates finding their dream job, and the average age of widows and widowers in the U.S.
Host Dick Donahue talks about recent banking problems, U.S inflation showing signs of moderating, and four tips to boost your retirement tax plan.
Host Dick Donahue talks about the possibility of a recession, five financial mistakes that can come back to haunt you, and a retirement saving shortfall.
Host Dick Donahue talks about April employment numbers, international trade, and NFTs in IRAs on this episode of Wealth Wake Up.
Host Dick Donahue does the weekly wrap and talks about the Fed pointing to an interest rate decrease by July and why Democrats like living in Washington state.
Host Dick Donahue talks about the First Quarter GDP, new home sales, and problems with mandating EV sales.