December 10, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP®. The experts cover November’s Employment Situation and the ISM Nonmanufacturing Index—both surprising to the upside. The hosts come together to provide advice for two investors who both have a lump sum amount they want to invest; however, they have very different planning needs. The guys finish off the show by answering listeners’ questions on equal-weighted S&P Index funds and deciding when to retire if you suspect you’ll have a shorter life expectancy.

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