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 top tax mistakes to avoid if you make over $100,000 a year, incorrect 2023 RMD notices, and why it’s time to put away our cellphones.
Host Dick Donahue talks about the final 4th quarter GDP summary, the upcoming payroll tax increase in Washington state, and how half of U.S. employees earn cash on the side.
Host Dick Donahue talks about the cost of Ivy League colleges, why your tax refund might be smaller this year, and President Biden potentially pushing gasoline prices even higher.
Host Dick Donahue does the global roundup and talks about retail sales, industrial production and recent moves by the Federal Reserve on this episode of Wealth Wake Up.
Host Dick Donahue talks the best and worst sub-sectors from the S&P Index, American losing ground on retirement readiness, and the consequences of redefining financial rules on this episode Wealth Wake Up.
Host Dick Donahue talks about the February economic reports, the Federal Reserve scrambling to deal with inflation, and the ten things you would do if you wanted to destroy the U.S.
Host Dick Donahue talks about where to look for signs of financial turmoil, women’s labor participation, and the concept of “Go Woke, Go Broke” on this episode of Wealth Wake Up.
Host Dick Donahue talks about February’s employment numbers, estate tax increases, and the bloated federal deficit on this episode of Wealth Wake Up.
Host Dick Donahue talks about the capital gains rate increase and crucial facts about spending, taxes and deficits on this episode of Wealth Wake Up.
Host Dick Donahue talks about durable goods, Senators working on legislation to raise the age for Social Security benefits, and the U.S. slipping to its worst ever index for economic freedom.