October 26, 2024

This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch to cover the week’s market action, including housing news and the Fed’s Beige Book. Michael and Peter provide advice for a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance. The Experts wrap up the show by answering listeners’ questions on Georgia’s proposed tax rebate and the case for diversifying with international stocks.

Timestamps and Chapters

  • 00:00: Market Roundup: Oct. 21 – Oct. 25, 2024
  • 24:21: Case Study: Creating a Legacy of Philanthropy
  • 34:48: Q&A Time: Georgia’s Tax Rebate and Diversifying with International Stocks
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