June 11, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to discuss the week’s market action, the employment numbers from May and the ISM Manufacturing Index. Jarret and Logan take a closer look at how inflation affects retirement spending and investment allocation. The hosts round out the show answering listeners’ questions on dropping a portfolio’s bias toward value stocks, business development company FS KKR Capital Corp., and considerations for a cash-out refinance.
Check out the show segments using the chapter controls in the player above.
- 00:00 Market Roundup: Covering June 6 – June 10, 2022
- 21:16 Case Study: Retirement Asset Allocation and Inflation
- 33:20 Q&A Time: Bias Toward Value Stocks, FS KKR Capital Corp., and cash-out refinance.