July 20, 2024

This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC® to cover Tech’s mid-week tumble and economic releases including June’s Producer Price Index, Retail Sales and the Fed’s Beige Books. D.J. and Logan discuss an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity. The financial Experts also answer listeners’ questions on pension plan required minimum distributions and if the AI trend will cause a resurgence in robo advisers.

Timestamps and Chapters

  • 00:00 Market Roundup: July 15 – July 19, 2024
  • 22:28 Case Study: Holding Illiquid Assets
  • 34:01 Q&A Time: Pension RMDs and Robo Advisers

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