September 11, 2021

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the market’s performance, second quarter earnings and the Fed’s Beige Book. D.J. and Peter discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being taken advantage of. Peter explains the different types of powers of attorney and when they are applicable. The hosts round out the show discussing the difference between Treasury bonds and Municipal bonds, and some undervalued stocks that appear to be able to handle inflation.

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

  • Market Roundup: Covering the week of September 7—September 10, 2021
  • Case Study: Fiduciaries for Seniors
  • Q&A Time: Treasury vs. Municipal bonds, Haverty Furniture Companies, Post Holdings, and Ameris Bancorp

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