September 30, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, to discuss New Home Sales, the Conference Board Consumer Confidence reading and the final estimate for second-quarter GDP. Melanie and Clay explain that insurance is the foundation of a solid financial strategy, providing protection and peace of mind in the face of unexpected events that could otherwise undermine one's financial stability. The hosts round out the show by answering a listener’s question on investing their windfall into their children’s 529 Plan.

Timestamps and Chapters

00:00 Market Roundup: Covering September 25 – September 27, 2023
26:33 Case Study: Insurance is Your Plan’s Safety Net
37:05 Q&A Time: Should we deposit $70,000 into our children’s 529 Plan?

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Tagged insurance, life insurance, S&P 500 index performance, interest rates, umbrella insurance, long term care insurance, hybrid policies, new home sales, disability insurance, employment, term insurance, Conference Board Consumer Confidence, mortgage rates