June 24, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, to discuss the week’s market movements, Consumer Sentiment, housing news, and Jobless Claims. Melanie and Giuliana discuss some of the important considerations unmarried couples need to consider when estate planning. The process starts with financial planning, including how assets are titled, beneficiary designations, and determining if assets should be placed in a trust. The hosts wrap up the show by answering a listener’s question on Temu’s parent company PDD Holdings, Inc.

Timestamps and Chapters

00:00 Market Roundup: Covering June 19 – June 23, 2023
21:26 Case Study: Estate Planning for Unmarried Couples
33:46 Q&A Time: Opinions on PDD Holdings, Inc.

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Tagged unmarried couples, beneficiary designations, joint tenancy, Trust, non-spouse beneficiaries, power of attorney, jobless claims, healthcare directive, mortgage rates, Temu, University of Michigan Consumer Sentiment, PDD Holdings, joint ownership with Rights of Survivorship, Pinduoduo, S&P 500 index performance, residential construction, estate planning