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Money Talk Podcast, Friday July 12, 2024
Manage episode 428572890 series 1036924
Advisors on This Week’s Show
(with Max Hoelzl and Joel Dresang, engineered by Jason Scuglik)
Midyear investment strategies
Halfway through 2024, Landaas & Company advisors devote a Money Talk Podcast to offer advice and considerations to help long-term investors keep on track. In some cases, their discussions suggest how to get a jump start on year-end financial moves.
From the Money Talk archives, here’s additional insight and links:
Portfolio adjustments
When Should I …rebalance my portfolio? by Art Rothschild
Investor upsides as interest rates rise, a Money Talk Video with Kendall Bauer
Beginners Guide to Asset Allocation, Diversification and Rebalancing, from the U.S. Securities and Exchange Commission
Estate planning
A testament to update before you’re late, by Joel Dresang
Inevitable as taxes, yet rarely planned for, by Joel Dresang
Estate Planning FAQs, American Bar Association
Estate Planning: Power of Attorney, Financial Industry Regulatory Authority
Tax planning
Money Talk Giving Podcast
Retirement investing: Consider Roth, by Joel Dresang
Deciding which retirement accounts to tap, a Money Talk Video with Dave Sandstrom
IRAs 101: What you need to know, from the Financial Industry Regulatory Authority
Market Closings for the Week
- Nasdaq – 18398, up 45 points or 0.2%
- Standard & Poor’s 500 – 5614, up 47 points or 0.9%
- Dow Jones Industrial – 40001, up 625 points or 1.6%
- 10-year U.S. Treasury Note – 4.19%, down 0.08 point
121 episodes
Manage episode 428572890 series 1036924
Advisors on This Week’s Show
(with Max Hoelzl and Joel Dresang, engineered by Jason Scuglik)
Midyear investment strategies
Halfway through 2024, Landaas & Company advisors devote a Money Talk Podcast to offer advice and considerations to help long-term investors keep on track. In some cases, their discussions suggest how to get a jump start on year-end financial moves.
From the Money Talk archives, here’s additional insight and links:
Portfolio adjustments
When Should I …rebalance my portfolio? by Art Rothschild
Investor upsides as interest rates rise, a Money Talk Video with Kendall Bauer
Beginners Guide to Asset Allocation, Diversification and Rebalancing, from the U.S. Securities and Exchange Commission
Estate planning
A testament to update before you’re late, by Joel Dresang
Inevitable as taxes, yet rarely planned for, by Joel Dresang
Estate Planning FAQs, American Bar Association
Estate Planning: Power of Attorney, Financial Industry Regulatory Authority
Tax planning
Money Talk Giving Podcast
Retirement investing: Consider Roth, by Joel Dresang
Deciding which retirement accounts to tap, a Money Talk Video with Dave Sandstrom
IRAs 101: What you need to know, from the Financial Industry Regulatory Authority
Market Closings for the Week
- Nasdaq – 18398, up 45 points or 0.2%
- Standard & Poor’s 500 – 5614, up 47 points or 0.9%
- Dow Jones Industrial – 40001, up 625 points or 1.6%
- 10-year U.S. Treasury Note – 4.19%, down 0.08 point
121 episodes
All episodes
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