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 retirees moving out of Washington state, the keys to a successful retirement, and American nearing $1 trillion in credit card debt.
Host Dick Donahue talks about international trade in December, a 12-month financial plan, and five myths about Social Security on this episode of Wealth Wake Up.
Host Dick Donahue talks about how to avoid an IRS audit, robots coming for your job, and 529 plan transfers to Roth IRAs on this episode of Wealth Wake Up.
Host Dick Donahue talks about the January economic reports, more Americans living paycheck to […]
Host Dick Donahue runs down the Weekly Wrap and welcomes Washington State NFIB director Patrick Connor to discuss legislative items that will impact small businesses in our area on this episode of Wealth Wake Up.
Host Dick Donahue talks about the 4th quarter GDP report, December new home sales, and the effect inflation is having on Social Security benefits.
Host Dick Donahue talks about the 10 best states to retire, the decline in interest rates, and he welcomes Todd Myers from the Washington Policy Center to discuss a possible carbon tax.
Host Dick Donahue talks about December retail sales numbers, housing starts, and Washington state’s payroll tax on this episode of Wealth Wake Up.
Host Dick Donahue talks about the five global issues to watch in 2023, the states, including Washington, that are introducing new wealth taxes, and Jamie Hopkins’ Financial Planning for Living a Life of Purpose, on this episode of Wealth Wake Up.
Host Dick Donahue talks about the December CPI report, Required Minimum Distribution quirks for 2023, and how welfare benefits can be more lucrative than working on this episode of Wealth Wake Up.