May 21, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to discuss the rough week for the Consumer Staples sector, April’s retail sales, and earnings from Walmart and Target. The financial experts take a look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule. The experts round out the show answering a listener's question on cybersecurity stocks Okta, CrowdStrike, and Cloudflare.
Check out the show segments using the chapter controls in the player above.
- 00:00 Market Roundup: Covering May 16 – May 20, 2022
- 21:22 Case Study: The Panic of a DIY Investor
- 34:56 Q&A Time: Okta, CrowdStrike, and Cloudflare