September 21, 2024

This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® to focus on the Federal Reserve’s aggressive start to easing monetary policy. They discuss how the move will affect treasury bonds, mortgage rates, and consumers. D.J. and Josh provide advice for a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers. Rounding out the show, the experts answer listeners’ questions on the price of SPDR Gold Shares ETF and high-yield savings accounts.

Timestamps and Chapters

00:00 Market Roundup: Sept. 16 – 20, 2024
24:40 Case Study: Preparing Your Spouse Financially for your Death
37:58 Q&A Time: SPDR Gold Shares ETF, high-yield savings accounts

Subscribe to the Henssler Money Talks podcast.

This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be the sole basis in making any decisions and is not intended to replace the advice of a qualified professional, such as a tax consultant, insurance adviser or attorney. Although this material is designed to provide accurate and authoritative information with respect to the subject matter, it may not apply in all situations. Readers are urged to consult with their adviser concerning specific situations and questions. This is not to be construed as an offer to buy or sell any financial instruments. It is not our intention to state, indicate or imply in any manner that current or past results are indicative of future profitability or expectations. As with all investments, there are associated inherent risks. Please obtain and review all financial material carefully before investing. Henssler is not licensed to offer or sell insurance products, and this overview is not to be construed as an offer to purchase any insurance products.

Tagged 50 basis points, Federal Reserve, bond yields, Consumer Sentiment, death of a spouse, FOMC Monetary Policy, account titling, mortgage rates, records organizer, gold, trusted advisers, S&P 500 index performance, GLD, power of attorney, high-yield savings accounts, money market accounts, September 2024, Rate Cut