July 17, 2024 Jim and Chris welcome Estate Planning Attorney, Shelly Thompson to discuss the basics of estate planning. Podcast: Play in new window | Download (Duration: 1:26:32 — 39.6MB) Subscribe: Check out the background of firms and investment professionals on SEC’s Adviser Info Page. Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry … Read more
Home » Podcasts » Covering MDF With Lifetime Secure Income: EDU #2426 June 26, 2024 Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity. Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe: Check out the background of firms and investment … Read more
2024 was a great year for investors. The S&P 500 went up more than 23%! I didn’t think 2024 could top 2023, but I was completely wrong. This is why you need to keep investing. Anyway, our passive income also performed pretty well. After all was said and done, we spent less than our annual … Read more
MUNICH (Reuters) – Siemens AG is reviewing its majority stake in medical technology subsidiary Siemens Healthineers,, the German technology group’s Chief Financial Officer Ralf Thomas told the Handelsblatt newspaper. The synergies with the manufacturer of MRI machines and laboratory systems are not great enough to justify a capital commitment of 45 billion euros ($46.91 billion), … Read more
The stock market hates surprising economic news. The latest evidence: Stocks plummeted on Wednesday after Fed officials signaled that they expect to cut interest rates only two times next year — down from the four projected in September. The news triggered a sell-off that ended in a 3% drop in the S&P 500 (^GSPC) and … Read more
Gap Stock Jumps recently captured investor attention with a significant boost in its stock price following positive developments in its earnings and outlook. On November 22, 2024, the company announced better-than-expected third-quarter earnings, leading to a notable rise in its stock value. This surge comes as Gap’s Old Navy brand continues to drive growth while … Read more
Home » Podcasts » Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421 May 25, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, WEP, Lifecycle funds, and retirement planning. (8:30) A listener looks for clarification on when WEP will be applied to his Social Security benefit. (25:30) A … Read more