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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