Paying Compound Interest

On today’s show, we talk about paying compound interest.  We’ll discuss: The impact of time The impact of the interest rate Be sure to scroll down for the charts and graphs that help illustrate how this can impact you. Watch: Paying Compound Interest https://youtu.be/nfrtZKEBJkA Please be sure to subscribe to our YouTube Channel and like […]

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Year End Tax Tips for 2019

Only five weeks remain this year.  Today we offer some year end tax tips for 2019.  On this show we talk about: Loss Harvesting Qualified Charitable Distributions And Capital Gains Distributions from Mutual Funds Watch: Year End Tax Tips for 2019 https://youtu.be/MkYupvzGSJ4Please be sure to subscribe to our YouTube Channel and like our  Facebook page.   […]

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Is Gold A Good Investment?

Is gold a good investment?  We answer a listener question about the shiny metal.  We will discuss: Where gold really shines Some potential costs And things to consider when deciding if it is right for you. Watch: Is Gold A Good Investment? https://youtu.be/yquQP1ny4FkPlease be sure to subscribe to our YouTube Channel and like our  Facebook […]

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A Fishy CD Ad

On today’s show, we talk about a fishy CD ad.  It reminds us if things sound too good to be true, they probably are. Watch: A Fishy CD Ad https://youtu.be/hIGzDl2aMNYPlease be sure to subscribe to our YouTube Channel and like our  Facebook page.   Audio Only Version: Stay Up To Date. Join Our Mailing List. Each […]

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Stocks Climb A Wall of Worry

Stocks climb a wall of worry. What does this mean?  Today, we talk about: The news always seems bad Recessions, trade wars and now impeachment dominate the headlines. But the stock market? What has it done. We’ll talk about it on this episode of Monday Morning Money. Watch: Stocks Climb A Wall Of Worry https://youtu.be/4o_OE478qzgPlease be […]

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An Ice Cold COLA

The Social Security cost of living adjustment, or COLA, is designed to help retirees combat inflation.  The SSA recently announced the improvement for 2020.  Spoiler alert:  This is an ice cold COLA. Video: An Ice Cold COLA Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM).  You […]

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When Planning for Retirement, Where Do You Start?

When preparing for retirement, where do you start?  That is a question submitted by Tony.  Today, on Monday Morning Money we’ll answer it. Video: Answering A Reader Question, Where Do You Start? Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM).  You can hear it at 11:07 every […]

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People are Living Longer

People are living longer. This creates bigger challenges for your nest egg.   Video: People are Living Longer Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM).  You can hear it at 11:07 every Monday.  In addition, you can also hear this episode on our YouTube Channel.  Please […]

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A More Conservative Approach

As the stock market and the economy have continued to chug along, we felt it was time for a more conservative approach.  Today we talk about some of the steps we are taking to reduce investment risk for our clients.   What’s Happening Now: A More Conservative Approach (4:36) What’s On Your Mind? Do you have […]

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