November 4, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers. The hosts discuss the week’s market movements, the Personal Income and Consumer Confidence reports and the Fed’s monetary policy meeting. John discusses Georgia tax credits that allow taxpayers to direct their tax money to causes they care about. The experts round out the show further discussing portfolio risk and diversification from last week.

Timestamps and Chapters

  • 00:00 Market Roundup: Covering October 30 – November 3, 2023
  • 24:54 Case Study: Georgia Tax Credits
  • 35:15 Q&A Time: Diversification—not just for your portfolio

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