September 23, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC® and Associate Giuliana Barbagelata, CFP®, discuss the Fed’s September monetary policy meeting, Consumer Sentiment, and Industrial Production. Logan and Giuliana provide advice for an investor who will likely have to take over her aging parents’ finances. They discuss some basic steps as well as some other estate planning concerns. The hosts round out the show with a listener’s question on not only being able to max out his 401(k) contribution but also having access to two 401(k) plans.

Timestamps and Chapters

00:00 Market Roundup: Covering September 18 – September 22, 2023
24:02 Case Study: Finances for Aging Parents
35:05 Q&A Time: Should I invest in both 401(k) plans?

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Tagged large cap growth fund, estate planning, interest rates, power of attorney, Industrial Production, monetary policy meeting, Federal Reserve, aging parents, Consumer Sentiment, consolidate accounts, FOMC meeting, titling of assets, 401(k) Contributions, Fed Funds rate, maximum contributions, mortgage rates, target-date funds, employer match, bond funds, S&P 500 index performance