March 18, 2023

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

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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

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January 21, 2023

Market Roundup: Covering Jan. 16 – Jan. 20, 2023; Case Study: I Stopped Saving in 2022 Because of Inflation; Q&A Time: Refusing a Bequest and Walmart’s Buy Now Pay Later platform

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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…

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January 7, 2023

January 7, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023. Timestamps and…

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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

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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

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June 25, 2022

Market Roundup: Covering June 20 – June 24, 2022; Case Study: Mid-Year Review Provides Time to Make Financial Changes; Q&A Time: What to Do with Eight-Year Money Sitting in Cash

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June 11, 2022

Market Roundup: June 6 – June 10, 2022; Case Study: Retirement Asset Allocation and Inflation; Q&A Time: Bias Toward Value Stocks, FS KKR Capital Corp., and cash-out refinance

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April 2, 2022

Market Roundup: Covering the week of Mar. 28 – April 1, 2022; Investment Whys: Yield Curve, Inflation, and Interest Rates; Q&A Time: Spousal IRA Contributions and Real Estate

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