October 15, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch, and Senior Financial Planner Clay Norman, CFP®, to cover September’s employment numbers, and the Consumer Price and Producer Price indices. The financial Experts come together to address a couple’s concerns about moving money into fixed-income investments. They explain fixed income’s role in a portfolio and laddering bonds. The hosts complete the show by covering listeners’ questions on stockpiling cash before retirement and seeking out actively managed funds over index funds.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Oct. 10 – Oct. 14, 2022
- 18:56 Case Study: Fixed Income Investing — Bond Ladders
- 32:34 Q&A Time: Stockpiling Cash and Actively Managed Funds