September 9, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, to cover the ISM Manufacturing and Non-Manufacturing indices and the August Employment Situation. D.J. and Adam team up to help a retired couple realize they’re not in financial trouble just because inflation and interest rates have skyrocketed since they left the workforce. They explain how a financial plan works to accommodate economic changes. The experts round out the show with a listener’s question on the value offered by European stocks, and if it is wise to overweight in the international sector.

Timestamps and Chapters

00:00 Market Roundup: Covering September 5 – September 8, 2023
22:30 Case Study: Feeling Broke Once You’ve Retired
35:13 Q&A Time: Do European Stocks Offer More Value?

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Tagged retired, inflation, fixed-income living, financial plan, European stocks, interest rates, international sector, overweight internationals, mortgage rates, Vanguard ETF Europe, S&P 500 index performance, VGK, August ISM Manufacturing Index, August ISM Services Index, August Non-Manufacturing index, August Employment