September 14, 2024

This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, to cover the August Jobs Report, and inflation measures the Consumer Price and Producer Price indices. Jarrett leads a discussion on investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation. The financial experts conclude the show with listeners’ questions on education savings and Occidental Petroleum.

Timestamps and Chapters

00:00 Market Roundup: Sept. 9 – 13, 2024
22:40 Case Study: Investors Who Want to Stay in Cash
33:52 Q&A Time: Education Savings and Occidental Petroleum

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Tagged Education Savings, CDs, Occidental Petroleum, financial plan, municipal bonds, interest rates, jobs report, consumer price index, August 2024, Federal Reserve, Rate Cuts, Employment situation, cash equivalents, Producer Price index, money markets, Treasury bonds, FDIC insurance, S&P 500 index performance, growth investments, cash flow projection, cash