Transcript: Tom Vaughan: Hello, everybody, welcome to Thursday. The S&P 500 was down .6%, today. Broke our three-day record streak, where it was hitting new highs… all time highs every day. And really, what’s happening today is the market is just waiting to see what’s going to happen tomorrow. And so every year at this
Transcript: Katie Nealis: I have another great question in asking, I am getting older. And I don’t foresee me using up all of my assets. Should I start slowly gifting over some of my low cost basis stock, basic stuff, stocks and brokerage accounts to my children or grandchildren? If not, what should I gift?
Transcript: Katie Nealis: Why should I consider a 401k rollover to an IRA. Easan Arualanantham: So, there’s a few good reasons. But I think the biggest reason is, when you’re in a 401k, you’re cut a lot to whatever your plan gives you as investment options. When you roll over to an IRA, you’re have