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Swinging for The Fences: Tech Stocks and Winning the Lottery

Air Date: Jun 17, 2017

Happy Father’s Day weekend! There’s been a lot of recent focus on big tech stocks with lofty share prices. Are they a cause for worry? Also, John Bunch joins the show to talk about the most common elderly financial scams.


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Swinging For The Fences: Tech Stocks and Winning The Lottery – While Andy takes a look at high share prices of large-cap tech stocks, Bob compares it to winning the lottery. Andy has some advice for the winner or anyone coming into a large sum of money!

Elder Financial Abuse – John Bunch, president of Financial Engines Advisors, joins the show to talk about three of the top scams targeting the elderly and how you can protect yourself, parents, or grandparents.

Ask Andy: Interest Rate Hike - Janet Yellen and the Fed raised interest rates this week. Tom sent an email to Andy asking about how bond funds may react to a rate hike. Plus, Andy dissects a rate-sensitive portfolio.

Amazon.com (AMZN) Price and Valuation

Source: "Network Where Active Traders Exchange Ideas to Maximize Profit." TradingView - free stock charts and quotes online. N.p., n.d. Web. 09 June 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

Google (GOOGL) Price and Valuation

Source: "Network Where Active Traders Exchange Ideas to Maximize Profit." TradingView - free stock charts and quotes online. N.p., n.d. Web. 09 June 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

Fed Watch - Expected Changes in Interest Rates

Source: "CME FedWatch Tool: Countdown to FOMC - CME Group." Countdown to FOMC: CME FedWatch Tool. N.p., n.d. Web. 09 June 2017..

10 Scams Targeting Seniors

1. IRS impersonation scam

2. Sweepstakes scams or Jamaican lottery

3. Robocalls or unwanted phone calls

4. Computer scams

5. Elder financial abuse

6. Grandparent scams

7. Romance scams

8. Government grant scams

9. Check scams

10. Identity theft

Source: United States Senate Special Committee on Aging. (n.d.). Retrieved June 09, 2017, from https://www.aging.senate.gov/imo/media/doc/Fraud%20Book%202017.pdf

Signs of an IRS Imposter Scam

1. The IRS will never call a tapayer to demand immediate payment, nor will the agency call about taxes owed without first having mailed a bill to the taxpayer.

2. The IRS will never demand that a taxpayer pay taxes without giving him or her the opportunity t oquestion or appeal the amount claimed to be owed.

3. The IRS will never ask for a credit or debit card number over the phone.

4. The IRS will never threaten to send local police or other law enforcement to have a taxpayer arrested.

5. The IRS will never require a taxpayer to use a specific payment method for taxes, such as a prepaid debit card.

Source: United States Senate Special Committee on Aging. (n.d.). Retrieved June 09, 2017, from https://www.aging.senate.gov/imo/media/doc/Fraud%20Book%202017.pdf

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