November 23, 2024

This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to discuss the market performance and if the current trajectory is sustainable. The financial experts advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth. The hosts finish the show with a listener’s question on Super Micro Computer.

Timestamps and Chapters

  • 00:00: Market Roundup: Nov. 18 – Nov. 22, 2024
  • 22:32: Case Study: Advantages in Gifting
  • 36:18: Q&A Time: Super Micro Computer

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