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 passing of Jimmy Carter, December’s manufacturing index, and how U.S. consumers are holding up on this episode of Wealth Wake Up.
Host Dick Donahue talks about the Big Data Revolution, when you should buy a used car, and options for reforming Social Security on this episode of Wealth Wake Up.
Host Dick Donahue talks about November home sales, estate planning after losing a spouse, and The Mega Backdoor Roth on this episode of Wealth Wake Up.
Host Dick Donahue talks about tax policies that could change in 2025, six year-end strategies to boost your finances, and five habits of the wealthy on this episode of Wealth Wake Up.
Host Dick Donahue talks about signs of fewer interest rate cuts from the Fed, November retail sales, and personal income and consumption on this episode of Wealth Wake Up.
Host Dick Donahue talks about Bitcoin, the U.S. Retirement system lagging in global rankings, and the 4 Percent Rule on this episode of Wealth Wake Up.
Host Dick Donahue talks about the November consumer price index, how the Bureau of Labor Statistics made up job numbers, and how the incoming Trump administration can stamp out federal fraud.
Host Dick Donahue talks about AI, how the Secure Act impacts IRA beneficiaries, and the truth about financial independence on this episode of Wealth Wake Up.
Host Dick Donahue talks about inflation, disputes at family gatherings impacting estate planning, and what the Red Wave will mean for markets.
Host Dick Donahue talks about airports and E-commerce, November employment numbers, and has a cautionary tale for the new Department of Government Efficiency.