July 9, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Associate Peter Lynch to discuss the market’s slight rebound in the week as well as the Manufacturing and Nonmanufacturing indices. While 2022 may seem like “business as normal” compared to the last two years, Jessie highlights the many provisions and tax credits that sunset at the end of 2021, as well as other areas that may require a mid-year check-in with your CPA. The hosts round out the show answering listeners’ questions on dollar-cost averaging and fixing errors on your credit report.

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

  • Market Roundup: Covering July 5 – July 8, 2022
  • Case Study: Mid-Year Tax Reviews
  • Q&A Time: Dollar-Cost Averaging and Fixing Credit Errors

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