stocks

Money Matters
5:00 am
Tue October 22, 2013

Don’t Throw Away That Old Stock Certificate!

100 shares in the long-defunct Oregon and Transcontinental Company
Wikimedia Commons

It’s not uncommon for heirs to stumble across old stock certificates when disposing of an estate. What should you do with them?

If the stock is for a recognized company that’s still in business, your task is relatively easy. If there’s no cancellation stamp on the certificate, any brokerage can cash it in for you (but you’ll need to provide the necessary paperwork proving you inherited it).

If you don’t recognize the company name and can’t find it online, then you have some work to do. We’ll help you get started.

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Money Matters
5:00 am
Tue September 10, 2013

The Lure of the Exchange Traded Fund

www.SeniorLiving.org flickr.com

Why are exchange traded funds (ETFs) growing in popularity?

Financial commentator Greg Heberlein says the ability to buy and sell them at any time during market hours makes them very appealing.

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Money Matters
5:00 am
Tue June 18, 2013

Don't worry about rebalancing your portfolio

 

The financial markets have been roiling lately, a sign that a change of direction might be about to occur, or already is underway. However, crystal balls tend to be more cloudy than clear. No one consistently appraises the markets accurately. 

No matter the market direction, financial advisers are not timid about telling you to rebalance your portfolio. But KPLU financial commentator Greg Heberlein says it's OK to ignore that advice.

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Money Matters
5:00 am
Tue April 16, 2013

Stocks: Should you sell in May and go away?

Those who sold in May and went away in 2008 managed to avoid the worst part of the stock market crash.
jking89 flickr.com

The financial media are full of suggestions for timing the stock market. We usually discredit those schemes on Money Matters, but this month we talk about one that might have at least a little merit to it.

The strategy is to “sell in May and go away.” 

It’s based on the notion that the six months from late fall to late spring are great for owning stocks. Conversely, the period starting in May is not.  Those periods are often referred to as the winter months vs. the summer months.

Does it really work?

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Money Matters
5:00 am
Tue January 15, 2013

The folly of trying to predict the stock market

The Market Volatility Index of the Chicago Board Options Exchange is a popular tool for attempting to predict the stock market
Alin S Living with Autism flickr.com

Investors encounter numerous indices claiming to predict the future. Some are ridiculous, and some are based on facts. But most are worthless.

This week on Money Matters, financial commentator Greg Heberlein and KPLU’s Dave Meyer look at the January effect, sports indicators, and the fear index.

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Boeing
2:51 pm
Mon December 17, 2012

Boeing to resume buybacks, boosts dividends by 10 percent

AP

CHICAGO (AP) — Boeing Co. says it will buy back $1.5 billion to $2 billion of its shares next year, and it is boosting its dividend.

Boeing says the buybacks and higher dividend are possible because it is generating cash and has a positive growth outlook.

Boeing shareholders have been waiting to benefit from its new 787 plane.

The share repurchases will use up the rest of the money authorized for that purpose by Boeing's board in 2007. Boeing also raised its dividend 10 percent, to 48.5 cents per share.

Business
5:00 am
Mon June 25, 2012

Washington stocks outperform the S&P 500, led by Expedia

Expedia suitcases in Florida
Shibby777

If you’ve been following the gloomy economic news, you might be surprised that lots of Washington stocks have been doing quite well this year.

Top of the pack so far this year? Expedia, the travel web site company based in Bellevue. Expedia stock has soared 66 percent so far this year.

What’s going on? Dan Su is an analyst with Morningstar who covers Expedia. She says the company has been overhauling its web sites to make them more user-friendly and to better compete with rival Priceline.

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Money Matters
5:00 am
Tue April 10, 2012

The pros and cons of Exchange-Traded Funds

401kcalculator.org

Exchange-Traded Funds (ETFs) are a popular alternative to mutual funds.

Are they right for you? 

On this week's Money Matters, financial commentator Greg Heberlein tells KPLU's Dave Meyer that a well diversified ETF can be a great investment.

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Money Matters
5:37 am
Tue November 15, 2011

Why analysts didn't recommend selling McCormick & Schmick's stock

The McCormick & Schmick's Seafood Restaurants chain is being sold to a company in Texas.
McCormick & Schmick's Seafood Restaurants, Inc.

McCormick and Schick's Seafood Restaurants are a popular dining choice in the Seattle area. The Portland-based company is being sold to Houston-based Landry's Restaurants.

On this week's Money Matters, financial commentator Greg Heberlein says the sale demonstrates why you should be skeptical about the recommendations of securities analysts.

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Money Matters
4:30 am
Tue November 8, 2011

Wait ... bonds aren't supposed to beat stocks!

Wall St. sign with blue jacketed traders on their lunch break in the background.
David Paul Ohmer Flickr

Over the past 30 years, U.S. Treasuries have out-performed the stock market. Bloomberg's Cordell Eddings reports the last time that happened was 150 years ago. What's going on?

On this week's Money Matters, financial commentator Greg Heberlein says this is a rare event and not "the new normal."

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Money Matters
4:30 am
Tue October 11, 2011

The Coffeehouse Investor's worry-free financial portfolio

An example of a Coffeehouse Investor portfolio with 50 percent in stocks, 40 percent in bonds and 10% in real estate.
Bill Schultheis

Ever since the 2008 financial meltdown, a lot of us have been losing sleep over our investments and 401(k) plans. But a financial adviser in Kirkland has a simple approach to reducing the stress.

On this week’s Money Matters, KPLU’s Dave Meyer talks to Bill Schultheis, author of The New Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On With Your Life.

Unless you're a Warren Buffet, Bill says trying to outperform the stock market is a waste of time:

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Money Matters
6:15 am
Tue August 16, 2011

Are we in for a longer recovery?

s_falkow Flickr

Is the economy recovering … or heading for another recession? Uncertainty has been growing in recent weeks with conflicting economic indicators and high volatility on Wall Street.

On this week’s "Money Matters" with financial commentator Greg Heberlein and KPLU’s Dave Meyer, Greg changes his mind about how soon the economy will recover. Instead of a 5 to 10 year recovery, Greg thinks it'll be more like 10 to 15 years.

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Money Matters
5:00 am
Tue June 21, 2011

Inflation can be good for you

Sjoerd van Oosten flickr.com

A rising Consumer Price Index (CPI) has caused more doom and gloom on Wall Street. But on this week's Money Matters, financial commentator Greg Heberlein tells KPLU's Dave Meyer it's nothing to worry about. A bane for Wall Street can actually be a boon for Main Street.

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Money Matters
8:35 am
Tue May 24, 2011

IPO fever

Zillow is one of three Puget Sound area companies that have filed IPO plans with the Securities and Exchange Commission.
Zillow, Inc.

LinkedIn's IPO seemed like a flashback to the heyday of the 1990's. The company's stock doubled in value on its first day of trading. On this week's Money Matters, financial commentator Greg Heberlein thinks this will be a good year for IPOs. At least three locally based companies are preparing to go public, and more may be waiting in the wings.

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Money Matters
4:00 am
Tue May 17, 2011

Understanding share buybacks

gonzalo_ar Flickr

Shareholders often get excited when their companies announce share buyback programs. If a company reduces shares in the marketplace, an investor’s share of the company goes up. So that's good, right? Usually, it is, but sometimes it can be a sign that the company is in trouble.

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