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What Should You Do When Markets Reach an All Time High?
As the markets continue to reach new heights, CFN’s John Walker and Dennis Jablonoski take a historical look at the markets, talk about current market conditions and discuss the prudent approach long term investors should consider as the markets continue to rise.
Program Length: 19 minutes
Smart & Efficient Strategies You Need To Know Before Your Next Charitable Contribution – Episode 206
Smart & Efficient Strategies You Need To Know Before Your Next Charitable Contribution
For most of us, as we head toward the busy holiday season our attention is on family and friends, and the time we’ll spend with those closest to us. There are however, many other important things to consider at this time including an assessment of our charitable giving for the year. CFN’s John Walker is joined by Dien Yuen, Assistant Professor of Philanthropy at the American College of Financial Services, an expert on charitable giving for families and charitable institutions. They discuss ways you can help others through donations designed to efficiently fit into your financial and tax planning strategies for the year. These include the benefits of appreciated stock donations, donation bunching, required minimum distribution donations, donor advised chartable funds and more.
Program Length: 28 minutes
If It’s Free, It’s For Me: An Old Adage You Shouldn’t Rely On
In the news this week, several brokerage firms have started offering free online trading for U.S. stocks and exchange traded funds. That’s terrific, right? Not so fast! CFN’s John Walker and Dennis Jablonoski discuss what you should think about before even considering any perceived benefits of free online trading. John and Dennis share many cautionary notes including the importance of recognizing the vast differences between executing a solid investment or retirement planning strategy, and being an online stock trader. Free online trading may cause you to make more impulsive financial moves, and also can have tax consequences you may not have considered.
Program Length: 14 minutes