August 5, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, discuss several economic releases relating to the consumer, including Personal Income, Personal Spending, and the University of Michigan Consumer Sentiment Survey. The financial experts take a look at situation where an adviser is recommending some alternative investments to a couple of investors. The investors are concerned about the increased risk and if they are the right fit for this strategy. The show hosts also address a listener’s question reinvesting his assets from a high yield money market account to a laddered bond portfolio.

Timestamps and Chapters

00:00 Market Roundup: Covering July 31 – August 4, 2023
23:22 Case Study: Am I the Right Investor for Alternative Assets?
35:03 Q&A Time: Building a Laddered Bond Portfolio

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