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The Morning View: June 11, 2025
https://vimeo.com/1092470888 In this morning’s data, the headline Consumer Price Index (CPI) increased 0.1% in May, slightly less than expected and is one tenth less than last month’s increase. On an annual basis it grew 2.4%, as expected. The core rate, which...
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When Parents Plan Ahead, the Children Win
By Timothy Barrett, Senior Vice President Consult the Experts: Financial Edition runs in Louisville Business First Our clients ask us most often how to protect the wealth they have earned from their own children’s poor planning or misfortune. We recommend a Trust to...
Think Local for Charities, Too
Local charities deliver essential goods, therapies, counseling, refuge and support to needful members of our community. Many local organizations benefit from charitable gifts and volunteerism because a particular need is featured in the news or online. Giving USA...
Understanding Money
Money Matters (February 2017) By Chuck Dudley EARNING AND SPENDING MONEY First, an admission. This newsletter is one from the archives, probably from the second year of my writing around 1998 or so. Sometimes it's good to revisit some of the tried and true...
Career path – not so different from school years
By Byron Moore, posted January 30, 2017 Originally published in the News Star and the Shreveport Times on Sunday, January 29, 2017. Q: I am just getting started in my career. I want to make sure I’m doing the right things so that I can be taken seriously and maximize...
Do you have an advisor or a salesman?
By Byron Moore, posted January 19, 2017 The following segment first aired on KEDM 90.3. Our financial system allows for both brokers and advisors, probably because both have useful (if different) roles to play. Just make sure you know which one you’ve got and which...
Should I co-sign my grandchild’s college loan?
Originally published in the News Star and the Shreveport Times on Sunday, January 15, 2017. Q: My granddaughter has been through a lot. Her parents divorced and she has struggled in school. She wants to go to college, but neither parent has enough money to send her....
401K plans – route to a rosy retirement?
Originally published in the News Star and the Shreveport Times on Sunday, January 8, 2017. Q: I’ve been at my new job for enough time that I can now participate in my company’s 401K plan. I’ve heard mixed messages about these things. But if I don’t do a 401K plan,...
Find Your Path
Money Matters (January 2017) By Chuck Dudley I DO LISTEN IN CHURCH!! During the Advent season this year, our pastor, David Moseley, talked about 'Finding Your Path' this year. Made a lot of sense to me. And I always need reminding. As an old year passes, and a...
Happiness and Money–what’s the relationship?
We all know money can’t buy happiness…but most of us would love to give it a shot! No, we all know money can’t buy happiness. But few of us really believe that poverty is exactly the road to bliss either. So I perked up recently when I ran across an interesting idea:...