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  • Money Talk

    Money Talk
    2024/10/20
    The Money Docs: Strong jobs report came out this past week – along with great retail numbers – BUT – higher paying jobs are still hard to come by and AI/robotics are not going away in multiple sectors Rates on the 10 year treasury went above 4% on the jobs and retail news Chuck thinks the Fed rate cut was too much at half a point How much election smoke is out there? Is it having any impact on the markets? Inflation fears are returning and many are wondering what the Fed will do next. Cut? Hold steady? Raise rates? Chuck would like a “]wait and see” approach to further Fed movement Bonds are at a stand still and looking for direction This might be a good time for portfolio rebalancing In Tracy’s Tid Bits – declutter and donate – how to know which local organizations might take your items – how to value them – and what you need to have for tax purposes Plus, listener questions from TheMoneyDocs.com
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    49 分
  • Money Talk

    Money Talk
    2024/10/13
    The Money Docs: Hurricane Milton knocked internet out at The Money Doctors Florida office – so Tracy Baker steps into the host seat for a special episode. This week, Tracy is joined by Medicare broker Vicki James from Clear Benefits Advisors to talk about the changes to Medicare coming in 2025 We discuss the enrollment period – which runs October 15th through December 7th – and how the changes will affect coverage and costs Have questions on any financial topic? Ask them at TheMoneyDocs.com – where you can also request complimentary retirement worksheets
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    50 分
  • Money Talk

    Money Talk
    2024/10/06
    The Mone Docs: Time to celebrate with a strong jobs report which revised UP from mast month Markets went up (at least at the start of trading on Friday) and Treasuries edged up as well Chuck says last Friday was another example of why you can’t time the market BUT… Chuck is a little more worried about inflation – and he says “it just doesn’t feel right” Markets love low interest rates – just not along with a recession Some job sectors are doing well – but – manufacturing is showing job losses In Tracy’s Tid Bits – with the aftermath of Hurricane Helene and the need for donations and repairs in the impacted – Tracy has information about how to avoid fraud when trying to give or get help after a disaster Plus, listener questions from TheMoneyDocs.com
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    49 分
  • Money Talk

    Money Talk
    2024/09/29
    The Money Docs: Hurricane Helene hit Florida hard this past week – prayers for all those impacted by the storm Inflation – Unemployment – Report Revisions – we’re still getting mixed messages Even with the rate of inflation coming down – prices are still high and, in some cases, continuing to increase Unemployment rate is the new metric to watch The 10 year treasury went up last week – a report on personal income showed a month over month decline – but what are the overall economic trends Mortgage rates have dropped recently – mortgage refinancing is ticking up CD rates are dropping – but there are still other high yield options out there In Tracy’s Tid Bits – planning ahead with some upcoming deadlines to keep in mind Plus, listener questions from TheMoneyDocs.com
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    50 分
  • Money Talk

    Money Talk
    2024/09/22
    The Money Docs: As expected – The Fed cut interest rates by a half point this past week But Chuck was surprised by the reaction The Street had to the move What does the move by The Fed mean both short and long term Keep watching that 10 year treasury – made moves this week – Chuck tells us what happened Bills fans can now have the opportunity to invest in the team’s new stadium Economists are driving Chuck crazy – AGAIN – he explains In Tracy’s Tid Bits – part 2 on health savings accounts – HSAs – this week – how to use the money you have in an HAS Plus, listener questions from TheMoneyDocs.com
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    49 分
  • Money Talk

    Money Talk
    2024/09/15
    The Money Docs A Bloomberg article out this past week says bond funds broke a 2 year exodus. Is that smart? What’s “under the hood” of these bond funds? High yield savings accounts and CDs may go away when the Fed lowers interest rates Chuck still believes we’re wither in, or headed for, a recession Stock rally this past week on news that inflation #s are “just right” Remember the Money Doctors Motto: you can’t time the markets Are bonds signaling the biggest interest rate cut since the crisis of ’08? Watch upcoming jobs reports for more downward revisions Watch the 10 year treasury – Chuck reminds us why it’s important China’s economy continues to show signs of weakness – Chuck has a dramatic example In Tracy’s Tid Bits – HSAs – a triple tax advantage Plus, listener questions from TheMoneyDocs.com
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    49 分
  • Money Talk

    Money Talk
    2024/09/08
    The Money Docs: The Money Doctors “week in review” Stocks were lower – S & P had its worst week since April – while bonds rallied Jobs numbers were revised down – again – Chuck says we should expect to see more downward revisions Treasuries plummeted Recession? You know what Chuck thinks. What signs does he keep seeing Stocks may continue to sell off – but if the Fed lowers interest rates they can rebound The yield curve is UN-inverting and trending in the right direction – but – it’s a doubled edged sword In Tracy’s Tid Bits – it’s football season – and with so many ways to watch the games you want to see – how to find the streaming services while not overpaying for them Plus, listener questions from TheMoneyDocs.com
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    49 分
  • Money Talk

    Money Talk
    2024/09/01
    The Money Docs: NVUDUA earnings report – out last week – not as great as expected BUT the news did not give a hit to the entire tech sector Economy is slowing not as fast as was thought – Chuck explains But what about the bigger picture? US pending home sales sank to the lowest levels on record – Chuck unpacks that statistic It’s been a good time for bond holders What do you mean 2024 was a great year to buy bonds?? Chuck found another article to pick apart Why do some people try to outsmart the markets? It’s not supposed to be complicated! In Tracy’s Tid Bits – have beneficiaries on EVERYTHING! Plus, listener questions from TheMoneyDocs.com
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    50 分