I discuss how wealth comes in many forms and means different things to different people. I then talk about the various professions within the world of money management to help you determine the most suitable professional for your individual situation.
Program Length: 15 minutes
A Tax Saving Twist
New tax law ended deductions on advisory fees. I discuss how you can get tax savings from a long-held qualified retirement account rule allowing you to pay your financial advisor’s fee out of your IRA account with no tax or penalty, but there are some restrictions you should consider.
Program Length: 6 minutes
Coping with Market Volatility
Today, we focus the entire program on recent market volatility with Joe Cortese of the Cordasco Financial Network Investment Team. We discuss the factors driving volatility, and how to best position investments for today’s market conditions. We focus on strategies covering stock and bond investing and offer guidance in determining the right mix of domestic and international investments for a well diversified portfolio.
Program Length: 43 minutes
Retirement Account Update
CPA Tim Joseph of the Cordasco Financial Network team joins me for a discussion on IRA’s and 401 K’s, and the increase in contribution amounts for 2019.
Program Length: 19 minutes
Post Election Economy
The midterm elections are over and I begin with a look at how the results will impact our nation's economy. Then, I’m joined once again by nationally syndicated talk radio host Hugh Hewitt, heard weekday mornings on NewsTalk 990, WNTP in Philadelphia. A few weeks back Hugh joined me with his midterm predictions, now he returns to assess the political landscape with a divided House and Senate.
Program Length: 14 minutes
Election Day is just around the corner. At last week's Midterm Talkers Tour event, I sat down with nationally syndicated talk show hosts Hugh Hewitt and Mike Gallagher. Both made predictions and weighed in on the potential ramifications of Tuesday’s election.
Program Length 15 minutes
Cordasco Financial Network Relationship Advisor John Walker is with me to discuss ways to deal with the anxiety some investors experience in a volatile market. We discuss the importance of education, clarity, and direction necessary to weather any market condition.
Program Length:19 minutes
Midterms & The Markets
Joe Cortese of the Cordasco Financial Network investment team joins me. We discuss the potential results of the midterm elections, and how those results, combined with the tone of media coverage, could effect our already volatile markets.
Program Length: 15 minutes