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 tariffs, April new home and existing home sales, and why starting early matters for retirement.
Host Dick Donahue talks about personal debt in the US, steady growth in 529 and ABLE Account Assets, and strategies for a rocky stock market.
Host Dick Donahue talks about the US-China trade truce, April’s economic numbers, and how to navigate market volatility.
Host Dick Donahue talks about student debt, dividends and stock buybacks, and how you can safely retire amid recession worries.
Host Dick Donahue talks about the risk of a recession, the big US-China trade meeting, and the Feds decision to on interest rates.
Host Dick Donahue talks about the 17 elements shaping the 21st century, retirement success, and strategies for a bear market.
Host Dick Donahue talks about US equities, 1st quarter GDP, and manufacturing in the US on this episode of Wealth Wake Up.
Host Dick Donahue welcomes NFIB Washington State Director Patrick Connor to the show to talk about the recently complete legislative session in Olympia.
Host Dick Donahue talks about March home sales, durable goods, and tapping 401ks for larger loans.
Host Dick Donahue talks about who owns America’s $35 trillion in debt, delaying retirement for Gen X and Boomers, and how rebalancing portfolios can be advantageous.