June 4, 2022

 

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to cover The Conference Board’s Consumer Confidence, Mortgage Applications, the ISM Manufacturing Index, and the Fed’s Beige Book. K.C. discusses the situation of a couple who are looking to make the best out of the depressed market by timing a Roth conversion. He covers the benefits and the options investors have for a conversion. The experts round out the show answering listeners’ questions on being stuck in the Sandwich Generation and Consumer Defensive stocks McCormick & Company and PepsiCo.

Check out the show segments using the chapter controls in the player above.

  • 00:00 Market Roundup: Covering May 31 – June 3
  • 19:57 Case Study: Time a Conversion, Not the Market
  • 32:24 Q&A Time: The Sandwich Generation, McCormick & Company, and PepsiCo

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