September 18, 2021

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to cover the week’s market news, consumer prices, and what caused oil and petroleum companies to outperform this week. Jarrett takes a look at an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years. Finally the hosts round out the show answering listeners’ questions on qualified charitable distributions and e-commerce company Shopify.

Check out the show segments using the chapter controls in the player above.

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