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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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Having property passed down to you may sound like good fortune, but how to handle it is often not as straightforward as you may think. Donna and Nathan discuss considerations for those inheriting a home. Also on MoneyTalk, the European Central Bank announces their first rate cut in 5 years, the SEC puts pressure on meme stocks, and Stock Trivia: Tw…
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When shopping mutual funds, sorting through the vast number of categories can be a bit like picking from a ten page French restaurant menu. Nathan and Steve explain the differences between the various fund categories to help you make sense of the many available options. Also, on our MoneyTalk Moment in Financial History, our hosts tell the story of…
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To achieve diversification you need a mix of non-correlated assets, but over recent years the correlation gap between stocks and bonds has been closing, leaving investors unsure of where to go to manage their risk. Donna and Nathan discuss alternatives to bonds for those looking to build a well diversified portfolio. Also on MoneyTalk, family budge…
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Inflows into actively managed funds have just surpassed those in passive funds for the first time in nearly 3 years, so why the sudden shift? Donna and Nathan discuss how the ongoing challenges within the bond market are creating opportunities for fund managers to add value. Also on MoneyTalk, how to plan for short term expenses, and Stock Trivia: …
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For early baby boomers, the transfer of wealth to the next generation typically took place at death, but today we are seeing far more retirees beginning to transfer their wealth while still living, which can require a more complex estate planning process. Donna discusses estate planning considerations for those looking to begin the wealth transfer …
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Small business owners often think of the company that they are growing as their ultimate retirement plan, only to discover too late that they’ve underestimated their future financial needs. Donna discusses retirement plan options for the self employed, and the importance of prioritizing yourself as you focus on building your business. Also on Money…
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You might think that with the high cost of education today, having too much college savings would be the least of your concerns. But there are many circumstances in which 529 balances remain unused, particularly today when more and more children are opting to forgo college for alternate paths. Donna and Nathan discuss new options for unused 529 sav…
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Some approach retirement planning as a set -it-and-forget-it process, while others take an overly tactical approach, but a strategic retirement plan is a delicate balance of patience and prudent rebalancing. Donna and Nathan discuss some examples of calculated retirement planning moves intended to keep you on track for meeting your financial goals.…
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Investing and risk go together like peas and carrots, and one of the jobs of your advisor is to weigh these risks against one another to develop a strategy that fits your particular investment profile. Donna discusses the process of weighing sequence of returns risk against the risk of market exposure. Also on MoneyTalk, Stock Trivia: Two Truths an…
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On the MoneyTalk show or mission has long been to serve the community by promoting financial education, but we also like to acknowledge the organizations out there serving the health and welfare of our community directly every day. Nathan invites to the show Meghan Grady, Executive Director of Meals On Wheels of RI, to discuss the important work be…
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