December 17, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Josh Weidie, CWS®, to cover the week’s economic releases, including the Consumer Price and Producer Price indices as well as the Fed’s latest moves on monetary policy. Michael and Josh provide advice for a couple of investors who have a highly appreciated asset that they want to do something with now that they’ve watched it lose around 20% this year. The hosts round out the show by answering listeners’ questions on preparing a minor for an inheritance and institutional shares of mutual funds.

Timestamps and Chapters

00:00 Market Roundup: Covering Dec. 12 – Dec. 16, 2022
23:12 Case Study: Planning with a Highly Appreciated Asset
34:04 Q&A Time: Preparing a Minor for an Inheritance and Institutional Shares

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Tagged investment risk, inheritance, 401(k), minor, consumer price index, financial education, Trust, institutional shares, Monetary Policy, Consumer Sentiment, Producer Price index, FOMC meeting, interest rate hike, highly appreciated asset