March 18, 2023

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

Read More

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

Read More

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…

Read More

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

Read More

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

Read More

July 16, 2022

Market Roundup: July 11 – July 15, 2022; Case Study: In Uncertain Times, Do Annuities Make Sense?; Q&A Time: Gains from I Bonds and Inverted Yield Curves

Read More