Merry Christmas! Yes, we said Christmas - believe it or not it is time to get your finances ready for holiday madness! Paul Fain, Certified Financial Planner and President of Asset Planning Corporation, shares some money tips to prepare us for the holiday season. YOU...
investing
What is the “Cost Basis” of an Investment?
What is the "cost basis" of an investment? Do I need to keep this information for both taxable and tax-deferred accounts? Paul Fain, Certified Financial Planner and President of Asset Planning Corporation answers these questions this week on WBIR. WHAT IS COST BASIS?...
How Did Investments Perform in the Second Quarter of 2019?
The second quarter of 2019 is in-the-books for investors…how did you do? Paul Fain, certified financial planner and president of Asset Planning Corporation, discusses the results for investors this week on WBIR. THE MONTH OF MAY WAS LOUSY, BUT HOW DID THE MARKET RALLY...
How Should I Invest? – 2019 Trends in Investing Survey
The “2019 Trends in Investing Survey” was published earlier this month in the Journal of Financial Planning. Our Money Man, Certified Financial Planner Paul Fain, joins us now to review the survey’s findings. ACCORDING TO THE SURVEY, WHAT ARE FINANCIAL ADVISERS...
Should Bond Investments Be a Part of Your Portfolio?
Wondering if bond investments should be an integral part of your portfolio? Below are some common questions regarding investing in bonds. What are bonds? Bonds are simply IOUs. By buying a bond, you are in effect, making a loan. In return, the borrower (or issuer)...
How Much Should You Save for College?
This morning we have a “viewer” question about 529 College Savings Plans…are they the best way to save for college? Let’s ask our Money Man, Certified Financial Planner Paul Fain. PAUL, WE KNOW THAT COLLEGE IS EXPENSIVE, REALLY EXPENSIVE, WHAT IS THE CURRENT PRICE...
Trade War with China: Deal or No Deal?
Deal or No Deal? Let’s talk what everyone’s talking about, the trade war with China and tariffs. What is the bottom line –the impact on your money? Paul Fain, president of Asset Planning Corporation, joins us again this morning with your Sunday Money. PAUL, LET’S...
What Is An IPO?
Facebook, Blue Apron, Pinterest, Lyft and Uber – what do they have in common? All of these companies made their stock available to investors in Initial Public Offerings, or IPOs. What is an IPO and should we invest in one? Certified Financial Planner Paul Fain...
Financial Lessons From Game Of Thrones
The HBO smash series, Game of Thrones, is a medieval soap opera featuring dragons and knights and zombies, but our Moneyman – Certified Financial Planner Paul Fain – says the story has plenty of analogies to valuable financial lessons, this week on WBIR. PAUL, THIS...
How Can Parents Teach Saving And Investing Lessons?
This week, we’ve got another viewer question for our Moneyman, Paul Fain - president of Asset Planning Corporation. Wayne asks: “How can parents give their children a solid foundation in lifelong saving and investing?” PAUL, WAYNE RAISES A GOOD POINT, PARENTS ARE...