November 18, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch to cover the week’s economic news, including the Consumer Price and Producer Price indices, Retail Sales, and the University of Michigan Consumer Sentiment Survey. Melanie and Peter consider a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts explore his options of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave. The experts wrap up the show by addressing a question on finding the “sweet spots” in the current Treasury market.

Timestamps and Chapters

00:00 Market Roundup: Covering November 13 – November 17, 2023
22 14 Case Study: Using Trusts to Pass on Wealth
34:33 Q&A Time: What are the “sweet spots” in the current Treasury market?

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Tagged titling assets, yield curve, beneficiaries, consumer price index, trustees, trusts, revocable trust, Producer Price index, estate tax, Treasury market, mortgage rates, University of Michigan Consumer Sentiment Survey, S&P 500 index performance, estate planning, October Retail Sales