July 16, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CFS®, CLU®, and Senior Financial Planner Josh Weidie, CWS®, to cover rising inflation with the Consumer Price and Producer Price indices. In this week’s Case Study, pre-retirees are panicking because their portfolio is down, so they are considering an annuity. Jim explains how and where annuities work best and that there is nothing an annuity can invest in that isn’t already available in the marketplace. The experts round out the show answering listeners’ questions on the taxable gains from I Bonds held to maturity and if an inverted yield curve is a harbinger of recession or if it causes a recession.

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