February 11, 2023
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, to discuss the week’s market movements, January’s employment situation, and the latest reading on the ISM Nonmanufacturing Index. The financial experts discuss a senior investor’s situation and how she can protect her money should she conatively decline. The experts round out the show answering a listener’s question on when he should choose mutual funds over exchange-traded funds.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Feb 6 – Feb. 10, 2023
- 21:26 Case Study: Protecting Your Money From Cognitive Decline
- 33:06 Q&A Time: When should I choose a mutual fund over an ETF?