Archive for May 2021

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, to discuss the week’s market performance, consumer confidence, and first quarter GDP growth. They also discuss inflation and how it can affect your investment decisions.

Market Roundup: Covering the week of May 17—21, 2021
Case Study: Reducing Estate by Superfunding 529 Plans
Q&A Time: Emerging Markets, IRA for College Tuition, and IRA Contributions at 75

Market Roundup: Covering the week of May 10—14, 2021; Case Study: Repurposing Life Insurance to Improve Estate Plan; Q&A Time: 401(k) Rollovers, Converting Life Insurance, and Can You Inflation-Proof a Portfolio

Market Roundup: Covering the week of May 3—7, 2021; Investment Wise: Transitory inflation, employment, and velocity of money; Q&A Time: Preferred stocks, early IRA withdrawals, Phillips Edison Co. REIT