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March 18, 2023

Market Roundup: Covering March 13 – March 17, 2023; Investment Whys: The U.S. Banking System after Recent Failures

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March 11, 2023

Market Roundup: Covering March 6 – March 10, 2023; Case Study: Why Aren’t We Selling the Dogs? Q&A Time: Better to Hold an Annuity or Bonds from an Insurance Company

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March 4, 2023

Market Roundup: Covering Feb. 27 – March 3, 2023; Case Study: How the SECURE Acts affected RMDs; Q&A Time: The valuation model and student loans

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February 25, 2023

Market Roundup: Covering Feb 20 – Feb. 24, 2023; Case Study: I Set It and Forgot It; Special 35th Anniversary Retrospective with Dr. Gene, Bil, and Jennifer

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February 18, 2023

Market Roundup: Covering Feb 13 – Feb. 17, 2023; Case Study: Planning Using SECURE Act Rules; Q&A Time: Interest from TIPS funds and Shrinkflation

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February 11, 2023

Market Roundup: Covering Feb 6 – Feb. 10, 2023; Case Study: Protecting Your Money From Cognitive Decline; Q&A Time: When should I choose a mutual fund over an ETF?

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February 4, 2023

Market Roundup: Covering Jan. 30 – Feb. 3, 2023; Case Study: Financial Moves for Empty Nesters; Q&A Time: Swapping Real Estate Funds for Money Market Funds

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January 28, 2023

Market Roundup: Covering Jan. 23 – Jan. 27, 2023; Case Study: We’ve Been Saving and Not Living; Q&A Time: Should I Buy Points on a Mortgage?

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January 21, 2023

Market Roundup: Covering Jan. 16 – Jan. 20, 2023; Case Study: I Stopped Saving in 2022 Because of Inflation; Q&A Time: Refusing a Bequest and Walmart’s Buy Now Pay Later platform

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January 14, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to discuss how the market is faring at the start of 2023, top movers in the market, and inflation. The hosts team up to discuss how when clients divorce, a…

January 7, 2022

January 7, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023. Timestamps and…

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December 31, 2022

Market Roundup: Covering Dec. 26 – Dec. 30, 2022; Case Study: SECURE Act 2.0; Q&A Time: Cryptocurrencies as a 401(k)-Investment Option

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December 24, 2022

This week on Money Talks, we’ll be out of the studio celebrating the Christmas holiday. We hope you have a joyous holiday season surrounded by family and friends. On the Dec. 24 broadcast, we’ll be taking a look back at some of our best case studies and questions.

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December 17, 2022

Market Roundup: Covering Dec. 12 – Dec. 16, 2022; Case Study: Planning with a Highly Appreciated Asset; Q&A Time: Preparing a Minor for an Inheritance and Institutional Shares

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December 10, 2022

Market Roundup: Covering Dec. 5 – Dec. 9, 2022; Case Study: Tale of Two Investors and Dollar Cost Averaging; Q&A Time: Equal-Weight S&P Index Funds and Planning a Short Life Expectancy

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December 3, 2022

Market Roundup: Covering Nov. 28 – Dec. 2, 2022; Case Study: Alternatives to a “Stretch IRA”; Q&A Time: Recession Possibilities and Life Insurance on an Ex

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November 26, 2022

This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably even grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies and questions. Join us for the “best of Money Talks” your trusted resource for your money, your future, your…

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November 19, 2022

Market Roundup: Covering Oct. 14 – Nov. 18, 2022; Case Study: What Might Work in a Recession? Q&A Time: How does the “rational” market pick which news to listen to?

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November 12, 2022

Market Roundup: Covering Nov. 7 – Nov. 11, 2022; Case Study: State Tax Snare for Remote Workers; Q&A Time: Lottery Winnings and Life Insurance

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November 5, 2022

Market Roundup: Covering Oct. 31 – Nov. 4, 2022; Case Study: Investing Through the Market Trough; Q&A Time: Meta Platforms

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October 29, 2022

Market Roundup: Covering Oct. 24 – Oct. 28, 2022; Case Study: Gifting During Your Lifetime; Q&A Time: Filling out the FAFSA and Crown Holdings

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October 22, 2022

Market Roundup: Covering Oct. 17 – Oct. 21, 2022; Case Study: How Social Security Fits in Your Financial Plan; Q&A Time: Recommendations for Income-Producing Stocks

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October 15, 2022

Market Roundup: Covering Oct. 10 – Oct. 14, 2022; Case Study: Fixed Income Investing — Bond Ladders; Q&A Time: Stockpiling Cash and Actively Managed Funds

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October 8, 2022

Market Roundup: Covering Oct. 3 – Oct. 7, 2022; Case Study: Disability Insurance: Protect your Ability to Earn; Q&A Time: Mutual Funds, Required Minimum Distributions, and Qualified Charitable Distributions