March 23, 2024

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Estate Planning Attorney Arun Gupta and Research Analyst Nick Antonucci, CVA, CEPA, to cover the University of Michigan Consumer Sentiment Survey, New Residential Construction, and the March Federal Open Market Committee meeting. In response to a case study about settling an estate, Arun highlights some of the most problematic assets to leave to heirs as well as some of the best assets to inherit. Troy and Nick wrap up the show by answering a listener’s question on whether he should invest in equities now while he has cash on the sidelines.

Timestamps and Chapters

00:00 Market Roundup: Mar. 18 – Mar. 22, 2024
22:09 Case Study: Worst and Best Assets to Inherit
35:38 Q&A Time: Buy Now or Wait for a Pullback?

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Tagged March Monetary Policy meeting, Ten Year Rule, February New residential construction, beneficiary designations, Time Shares, inheritance, guns, Consumer Sentiment Survey, collectibles, University of Michigan, cash, Federal Market Open Committee, investment accounts, FOMC, market pullback, retirement accounts, cash on sidelines, &P 500 index performance