March 12, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and a Financial Planner to discuss inflation and February’s Consumer Price Index and oil inventories. In this week’s case study, the Financial Experts discuss why investors should know if they are receiving a fiduciary level of service when working with advisers. The hosts round out the show answering listeners’ questions on using a lump sum to convert IRA funds or investing in it a Roth IRA as well as an investment in Amazon.com

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

  • 00:00 Market Roundup: Covering the week of Mar 7 – Mar. 11, 2022
  • 17:23 Case Study: Fiduciary Duty
  • 33:22 Q&A Time: Roth Investment or Conversion, and Amazon.com

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