July 2, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s slight gains, and the two readings on consumer sentiment from the University of Michigan and the Conference Board. They also cover the third and final reading of First Quarter 2022 gross domestic product. The Research Analysts discuss portfolio allocation for your 401(k), covering the types of funds plans are likely to include and how selecting your own asset mix may be better than accepting a default target-date fund. The market experts round out the show answering listeners’ questions on I Bonds and Technology company MicroStrategy’s acquisition of Bitcoin for its balance sheet.

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

  • 00:00 Market Roundup: Covering June 27 – July 1, 2022
  • 23:22 Case Study: 401(k) Allocations
  • 34:33 Q&A Time: I Bonds and MicroStrategy Inc.

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