August 6, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Senior Associate, Melanie Wells, CFP®, to discuss the market’s movements, the ISM Manufacturing and Non-Manufacturing indices, and interest rates. Shawna and Melanie team up to discuss the many options for parents who are saving for their children’s college education. The show hosts finish the hour by answering listeners’ questions on if it is a good time to buy in the Technology sector and whether self-directed IRAs to hold real estate are worth the effort.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Aug. 1 – Aug. 5, 2022
- 21:47 Case Study: Options for Higher Education Savings
- 33:29 Q&A Time: Technology Sector and Self-Directed IRAs