June 15, 2024

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP® to cover the week’s market-moving economic releases, including the Consumer Price and Producer Price indices, May’s Employment Situation, and the Fed’s two-day monetary policy meeting. The financial experts discuss an investor who keeps trying different investment strategies chasing returns but is disappointed that he’s not “beating the market.” They explain how Henssler Financial determines portfolio allocation and investment selection. The hosts close the show with a listener’s question on what happens to his retirement plan benefits when he dies.

Timestamps and Chapters

00:00 Market Roundup: June 10 – June 14, 2024
23:33 Case Study: Chasing Market Returns
43:18 Q&A Time: What happens to my retirement plan benefits when I die?

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Tagged FOMC meeting, financial plan, S&P 500 index performance, asset allocation, May Employment Situation, beneficiary designations, consumer price index, market timing, CPI, chasing returns, Federal Reserve, beating the market, Monetary Policy, retirement benefits, PPI, unemployment rate, Producer Price index