Archive for December 2020

This week on “Money Talks,” the hosts discuss how the market has fared for the year. The Experts look at an investor who has a healthy risk tolerance and wants to take advantage of the economic environment going into 2021. He wants to allocate a portion of his portfolio to tactical positions. The show hosts…

This week on “Money Talks,” the hosts cover the relatively flat week and how the market is closely watching the number of COVID cases as well as stimulus talks. The financial experts explore a client situation of a multigenerational home and the estate plan complications they created. Rounding out the show, the hosts answer listeners’ questions on creating tax-free income in retirement and making tactical moves in your 401(k).